Hans SchreiberCRD Number: 2857357
Current Firm: Truist Advisory Services, Inc.
Hans Schreiber (CRD# 2857357) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 25 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Truist Investment Services, Inc.||Charlotte, NC||Feb 2021 - Current||1|
|Truist Advisory Services, Inc.||Charlotte, NC||Feb 2021 - Current||1|
|Bb&t Bank||Charlotte, NC||Nov 2019 - Feb 2021||1|
|Bb&t Securities, LLC||Richmond, VA||Nov 2019 - Feb 2021||1|
|Bb&t Bank||Charlotte, NC||Sep 2012 - Nov 2019||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1997|
|S66||NASAA Uniform Combined State Law Examination||Feb 2020|
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
Average Account Value$485,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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