David Kaye
Managing Director, Financial Advisor, Truist Investment Services, Inc at Truist
Based in Alexandria, United States
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Seniority
Director
Department
Finance & Accounting
Location
Alexandria
Industry
Financial Services
Company size
29K
Contact information
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d•••••••@truist.com
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Background
About David Kaye
Business Experience David joined BB & T Scott & Stringfellow, now Truist Investment Services Inc. in 2008. A native of the area, David works with his clients on an ongoing basis to help them meet financial goals and objectives. Prior to 2008, David worked with MetLife Securities, where he was responsible for the investment portfolios of a large financial planning practice. Prior to working with MetLife, he worked as a financial advisor for Ameriprise Financial Advisors. Education Bachelor Of Arts, Lynchburg College, Lynchburg Va. Licenses and Registrations •Series 7 •Series 66 •Variable Life and Annuity •Life Insurance •Long Term Care Professional Designations Chartered Retirement Planning Counselor℠,(CRPC®) Accredited Portfolio Management Advisor,(APMA) Personal David and his wife, Stephanie reside in Alexandria Virginia with their three children: Dawson and Bennett, and Noah
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