Unclaimed
Alexander Sayavongsa is a financial advisor registered with Truist Advisory Services, Inc. Alexander has been in the financial services industry since January 13, 2015. Alexander currently works in Truist Advisory Services, Inc.'s Atlanta branch and is registered with the state of Georgia. They are also registered with FINRA, a self-regulatory organization, as a registered representative. They hold the Series 66, Series 7, and SIE licenses. Alexander previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
12/04/2017 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
01/14/2015 - 12/04/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
BOTH
Issued 03/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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