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Robert George Bem

Truist Advisory Services, Inc.

Bethlehem, PA

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-02-17
  • PA RA
    APPROVED
    Since 2021-02-17

Branch Locations

2515 Easton Ave, Bethlehem, PA 18017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bbtis Bethlehem PA 07/2016 02/2021
Bb&T Securities, Llc Walnutport PA 01/2018 02/2021
Truist Investment Services, Inc. Bethlehem PA 02/2021 Present
Truist Advisory Services, Inc. Bethlehem PA 02/2021 Present
  • 07/2016 → 02/2021
    Bbtis
    Bethlehem, PA
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Walnutport, PA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Bethlehem, PA
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Bethlehem, PA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Easton, PA
    Charlotte, NC
    Allentown, PA
    Bethlehem, PA
    Walnutport, PA
    Palmerton, PA
    Severna Park, MD
    Richmond, VA
  • 2016-07-13 → 2018-01-02
    Bb&T Investment Services, Inc.
    Easton, PA
    Charlotte, NC
    Allentown, PA
    Bethlehem, PA
    Walnutport, PA
    Palmerton, PA
  • 2014-01-21 → 2016-07-12
    Cetera Investment Advisers Llc
    Bethlehem, PA
  • 2007-10-16 → 2014-01-21
    Cetera Investment Services Llc
    Bethlehem, PA
    Lehighton, PA
    Allentown, PA
    Northampton, PA
    Coplay, PA
    Walnutport, PA
    Bethlehem, PA
    Bethlehem, PA
    Palmerton, PA
    Easton, PA
  • 2004-03-19 → 2005-03-15
    Invest Financial Corporation
    Whitehall, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-08
S63 Uniform Securities Agent State Law Examination 1983-12-09
  • S65 Uniform Investment Adviser Law Examination
    2001-02-08
  • S63 Uniform Securities Agent State Law Examination
    1983-12-09
Designations

View on SEC IAPD

Other Firms

MCDERMOTT INVESTMENT ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LINCOLN INVESTMENT
J. W. COLE ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
SEIA

Other Investors

ANDREW FRANCIS AIGNER
KATHLEEN KOVACS MCDERMOTT
JOHN PHILIP CITO
CHARLES JOSEPH MCKELVEY
FORREST WILLIAM OBRIEN
KATHRYN LEE KUZO
MICHAEL JOHN SLINEY
WILLIAM PAUL WEBER

Other Offices

MCDERMOTT INVESTMENT ADVISORS, LLC · Bethlehem, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bethlehem, PA
LINCOLN INVESTMENT · BETHLEHEM, PA
J. W. COLE ADVISORS, INC. · Bethlehem, PA
COMMONWEALTH FINANCIAL NETWORK · Bethlehem, PA
CETERA INVESTMENT ADVISERS LLC · BETHLEHEM, PA
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC · Bethlehem, PA
SEIA · Suite 200, PA

More in Bethlehem, PA

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