Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrienne? Claim Your ProfileAdrienne Medlin is a financial advisor registered with Truist Advisory Services, Inc. in Alpharetta, GA. Adrienne has been in the financial services industry since November 2004 and has held various roles at several firms, including Wells Fargo Advisors, LLC, PNC Investments, LPL Financial LLC, and Securities America, Inc. Adrienne is a Series 66, Series 24, and Series 26 licensed professional. She is also Series 7 and SIE certified. Adrienne provides financial planning, portfolio management for businesses and individuals, and publication of periodicals. Her services are available to a wide range of clients, including individuals, corporations, and charitable organizations.
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.
1
2
GA
09/20/2016 - Present
Truist Advisory Services, Inc. (ALPHARETTA GA)
VA
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
12/12/2013 - 06/10/2014
WELLS FARGO ADVISORS, LLC (KENNESAW GA)
GA
12/14/2012 - 12/10/2013
PNC INVESTMENTS (KENNESW GA)
GA
08/09/2011 - 12/06/2012
LPL FINANCIAL LLC (ATLANTA GA)
GA
07/21/2004 - 08/09/2011
SECURITIES AMERICA, INC. (ATLANTA GA)
BOTH
Issued 1/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/22/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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