Unclaimed
Adedoyin Adesanya is a financial professional with over 3 years of experience in the financial services industry. Adedoyin is currently registered with Truist Advisory Services, Inc. in Florida. Before joining Truist, Adedoyin was a financial advisor at LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Adedoyin is licensed to offer financial planning, investment advisory, and portfolio management services to individuals, families, businesses, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
09/20/2024 - Present
Truist Advisory Services, Inc. (JACKSONVILLE FL)
SC
06/21/2021 - 02/28/2022
LPL FINANCIAL LLC (FORT MILL SC)
FL
02/10/2020 - 05/26/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BC
Issued 02/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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