BB&T Investments
Address: 200 S College St #8, Charlotte, NC 28202 Hours: Open ⋅ Closes 6PM Thursday8AM–6PMFriday8AM–6PMSaturdayClosedSundayClosedMonday8AM–6PMTuesday8AM–6PMWednesday8AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (704) 954-1150Place name: : : : Website: : : Category: : Website: http://www.bbt.com/bbtdotcom/investing/investment-services/default.page Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a question See all questions (1) Popular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 9 AM: Usually a little busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 15 min to 1 hr here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of BB&T Investment Services Inc Posting publicly on the Web Write a review Reviews 2 Google reviews
BB&T Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BB&T Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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BB&T Investments Employees
Kevin M. Arquette, CFP® Harwood Financial Group July 2013 - Present
Invest Financial Corp. June 2011 - July 2013
BB&T Investments April 2010 - April 2011
J.P. Morgan Chase November 2002 - April 2010
Skills
•Portfolio/Account..., •Commission Based Sales, •New Business..., •Successful..., •Comprehensive..., •FINRA Compliance, Series 7, Sales, Manager, Brokerage, Financial advisor, Banking, Securities, Investments, Bonds, FINRA, Mutual Funds, Series 63, Wealth Management, Due Diligence
Education
Michigan State University
Bachelor of Arts (B.A.), Finance
Morgan Stanley
Financial Advisor Training Program
The American College
CFP Curriculum
Carol Rollins BB&T Investments January 2012 - Present
J.P. Morgan December 2010 - January 2012
J.P. Morgan July 2006 - December 2010
Morgan Stanley Smith Barney September 1985 - July 2006
Education
West Virginia State University 1981 — 1982
Associate in Applied Science, Secretarial Sciences
Marshall University 1980 — 1981
Associate in Applied Sciences
Jon Schmalowski, CFP BB&T Investments 2014 - Present
JS Advisors 2013 - 2014
Raymond James 2007 - 2012
Wachovia Securities 2003 - 2006
Skills
Series 7, Series 24, Mutual Funds, Wealth Management, Series 63, Asset Allocation, Retirement Planning, Uniform Combined State..., FINRA, Securities, Portfolio Management, Investments, Retirement, Strategic Financial..., Asset Managment, Investment Advisory, Financial Advisory, Fixed Annuities, Estate Planning, Alternative Investments
Education
College for Financial Planning 2007 — 2008
CFP, Financial Planning and Services
University of Wisconsin-Whitewater 1976 — 1980
BBA, Marketing
University of Wisconsin-Madison - School of Business 1977 — 1978
Bachelor of Business Administration (BBA), Marketing
Monona Grove
F-
Chris Busby, CRPC® TD Ameritrade June 2013 - Present
BB&T Investments November 2012 - May 2013
Wells Fargo Advisors, LLC August 2008 - October 2012
Morgan Stanley June 2000 - August 2000
Education
The University of Georgia 1997 — 2001
Economics
Jarrod Gould BB&T Investments April 2015 - Present
Merrill Lynch October 2010 - April 2015
Northwestern Mutual Financial Network August 2008 - March 2009
Skills
SAS, Compustat, Data Validation, Google Groups, Financial Analysis, Strategic Financial..., Risk Management, Microsoft Excel, Bloomberg Terminal, Morningstar, Bloomberg, Investments, Investment Strategies, Financial Modeling, Mutual Funds, Corporate Finance, FINRA, Financial Planning
Education
University of North Carolina at Wilmington 2010 — 2010
Masters of Business Administration, Finance
KEDGE Business School 2009 — 2010
Masters of Science, International Business
University of North Carolina at Wilmington 2005 — 2009
BS Business Administration, Finance
BB&T Investments April 2006 - Present
Skills
Series 7, Securities, Investments, Mutual Funds, Series 63, FINRA, Equities
Education
Purdue University
BB&T Investments May 2005 - Present
Legg Mason October 2002 - May 2005
Skills
Wealth Management, Portfolio Management, Investments, Retirement Planning, Strategic Financial..., Investment Advisory, Banking, Asset Allocation, Mutual Funds, Series 7, Financial Analysis, Investment Strategies, Equities, Asset Management, Securities, Fixed Income, Retirement
Education
Towson University 1994 — 1998
BS, Finance, Economics
Louisville AARP Tax-Aide January 2011 - April 2013
NATCITY INVESTMENTS2004-2009 2004 - 2009
BB&T INVESTMENTS January 2000 - January 2004
Bank of Louisville 2000 - 2004
Skills
Banking, Sales, Securities, Financial Analysis, Retail Banking, Recruiting, Fixed Annuities, Retail, Performance Management, Finance, Coaching, Customer Service, Personal Finance, Personal Income Tax..., Sales Process, Team Leadership
Education
University of Kentucky
MA, International Economics
Bellarmine University 1988 — 1989
MBA, International Economics
University of Kentucky
B.S
Fern Creek 1971 — 1977
Hilliard Lyons May 2006 - Present
BB&T Investments 2003 - 2006
Edward Jones 1999 - 2003
Skills
Marketing, Strategic Financial..., Customer Service, Public Speaking, Strategic Planning, Financial Planning, Sales
Education
Murray State University 1992 — 1997
Bachelors
Self employed September 2015 - Present
Coastal Staffing Services LLC September 2013 - April 2015
MARKHAM NORTON MOSTELLER WRIGHT September 2014 - March 2015
BBT Investment August 2012 - May 2013
UBS Financial June 2011 - July 2012
Finley Asphalt & Sealing INC May 2004 - March 2011
Genworth Financial May 2005 - May 2010
AIG VALIC January 2003 - January 2004
BB&T INVESTMENTS January 2001 - November 2003
CHEVY CHASE BANK January 1999 - January 2001
Skills
Insurance, Investments, Retirement Planning, Wealth Management, Series 7, Life Insurance, Long-term Care, Banking, Credit, Loans, Series 63, Disability Insurance, Mutual Funds, Strategic Financial..., CNPR #601662013, Medical Coding..., Finance, Retirement, Financial Planning, Financial Services, Fixed Annuities, Management, Portfolio Management, Sales, Financial Analysis, Leadership, Customer Service, Financial Advisory
Education
SPGO 2015 — 2015
Guardian Certification Training
Florida Gulf Coast University 2013 — 2013
Certificate, Certificate in Medical Coding, 97
University of Kentucky 1985 — 1988
Public Administration, Public Finance, 3.3
University of Kentucky 1973 — 1977
BBA, Finance
NAPSRX
NAPSRX #601622013, Certified National Pharmaceutical Representative
BB&T April 2015 - Present
BB&T Investments October 2009 - March 2015
Education
Johnson C. Smith University - JCSU 2000 — 2004
BB&T Investments June 2014 - Present
Morgan Stanley Wealth Management July 2013 - June 2014
Merrill Lynch September 2012 - July 2013
Butler Auto Group December 2010 - December 2011
Sonny's Bar-B-Q June 1997 - June 2008
Skills
Marketing, Strategy Development, Real Estate Development, Corporate Branding, Operations Management, Franchisee Management, Corporate Finance, Product Development, Training & Development, Trade Associations, Advertising, Radio Advertising, Promotional Design, Promotions, Promotion Planning, Merchandising, Merchandising Strategies, Planograms, Purchasing, Real Estate Financing, Bank Financing, Retail Site Selection, Site Selection, Franchising, Marketing Strategy, Team Building, Restaurants, Hospitality, Location Intelligence, Leadership, Food, Employee Training, Finance, Strategy, Investments, Investment Properties, Strategic Financial..., Wealth Preservation..., Multi-generational..., Stock Market
Education
Auburn University 1982 — 1986
Bachelor of Science (B.S.), Finance
Mercer University - Stetson School of Business and Economics 1992 — 1992
MBA, Marketing
University of Florida 1981 — 1982
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services