Chuck Held

Chuck Held
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

Greater Washington-Maryland

1369 Connecticut Ave NW,

Washington, DC 20036-1801

Chuck.Held@Truist.com

Phone 202-756-4036

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About me

Background

Chuck Held is Vice President and Financial Advisor with Truist Investment Services, Inc., offering clients more than 24 years of financial services, retirement planning, and investment management experience. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
Syracuse University 1992 1996

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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