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| Our licensed investment professionals can help you make sound financial decisions. At BB&T Investment Services, Inc., we see each client as a unique individual, deserving of respect. We work with you to assess your current financial situation, help you define your future goals and objectives, and recommend only those products that suit your expectation of risk and reward.
BB&T Investment Services, Inc. is a registered broker-dealer and wholly owned subsidiary of Branch Banking and Trust Company. For more information, please contact a local BB&T bank branch to arrange a meeting with an Investment Counselor or call 1-800-453-7348.
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| Retail Brokerage Services |
| Personal Investment Planning |
Your Investment Counselor will work with you to:
- Analyze your current financial situation
- Help you establish and prioritize your goals
- Help you make an informed decision about the products that meet your needs
- Implement your decisions promptly and accurately
- Monitor the performance of your investment choices
- Review your investment plan with you on a regular basis
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| Multiple Investment Options |
Our licensed professionals can offer a variety of investment products, including:
- Stocks
- Bonds
- Mutual Funds
- UIT's
- Annuities
- 529 College Savings Plans
- Qualified Retirement Plans
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| Responsive Client Service |
Our dedicated client service staff can help you with all your account needs, including:
- Changing your address of record
- Changing the distribution option for an account
- Establishing a systematic investment or withdrawal plan
- Changing an IRA account beneficiary
- Processing estate accounts
- Transferring an account from another financial institution
- Other valuable services
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| Contact us by Phone |
| To arrange a meeting with an Investment Counselor, contact your local BB&T bank branch or call 1-800-453-7348 |
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| Contact us by Mail |
BB&T Investment Services, Inc.
200 S. College St., 8th floor
Charlotte, NC 28202 |
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| Investment products offered through BB&T Investment Services, Inc. are:
Not a deposit • Not FDIC-insured • Not guaranteed by the bank •
Not insured by any federal government agency • May go down in value |
Member FINRA. Member SIPC.
Learn more at www.finra.org and www.sipc.org.
Please Note: BB&T Investment Services, Inc. can only serve clients residing in states in which we are currently registered with the National Association of Securities Dealers. For states other than North Carolina, South Carolina, Virginia, Georgia, Maryland, Washington D.C., West Virginia, Tennessee, Alabama, Kentucky, Florida, and Indiana, please call 1-800-453-7348 and select Option 3 for more information.
Copyright © 2009, Branch Banking and Trust Company. All Rights Reserved.
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