Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adriana? Claim Your ProfileAdriana Mendez-rugh is a financial professional with over 20 years of experience in the industry. She is currently registered with Truist Advisory Services, Inc. in Charlotte, NC. Adriana has a strong background in investments, financial planning, and portfolio management. She holds the Series 6, 7, 24, and 63 securities licenses as well as the SIE exam. She also holds the Certified Financial Planner designation. Adriana is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
NC
03/02/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
08/16/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
10/23/2009 - 08/17/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
09/27/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
TX
01/05/2000 - 08/28/2007
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
TX
04/19/1999 - 07/12/1999
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
TX
04/19/1999 - 07/12/1999
VALIC INVESTMENT SERVICES COMPANY (HOUSTON TX)
BC
Issued 4/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/25/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 4/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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