Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alla? Claim Your ProfileAlla Harvey is a financial advisor with Truist Advisory Services, Inc. based in MARIETTA, GA. Alla has been in the financial services industry since 2002 and has experience with both investment advisory and broker-dealer services. Alla holds Series 6, 7TO, 63 and 65 licenses, and has been registered in Georgia as a broker-dealer and investment advisor. Alla's previous employment was with Wells Fargo Advisors, LLC and Wachovia Securities, LLC. Alla specializes in providing financial planning services, portfolio management for individuals and businesses and educational seminars for a variety of clients, including high net worth individuals, individuals other than high net worth, corporations or other businesses 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.
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2
GA
08/05/2020 - Present
Truist Advisory Services, Inc. (MARIETTA GA)
GA
10/17/2008 - 01/30/2014
WELLS FARGO ADVISORS, LLC (MARIETTA GA)
GA
06/19/2002 - 08/17/2007
WACHOVIA SECURITIES, LLC (MARIETTA GA)
IA
Issued 06/10/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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