Unclaimed
Belkys Mejia is a registered representative and investment advisor representative with Truist Advisory Services, Inc., where she has been employed since March 2021. Belkys has been working in the securities industry since November 2008. Previously, Belkys was employed by BB&T SECURITIES, LLC, Principal Securities, Inc., and several other firms. Belkys is registered with the state of Florida. Her areas of specialization include retirement planning, investment strategies for individuals, and financial planning.
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
FL
03/02/2021 - Present
Truist Advisory Services, Inc. (Coral Gables FL)
VA
04/03/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
09/20/2016 - 01/18/2018
PRINCIPAL SECURITIES, INC. (CORAL GABLES FL)
FL
08/24/2015 - 03/30/2016
PRINCOR FINANCIAL SERVICES CORPORATION (CORAL GABLES FL)
FL
09/23/2013 - 08/01/2014
METLIFE SECURITIES INC. (ORLANDO FL)
CO
10/27/2011 - 03/20/2013
THE LEADERS GROUP, INC. (LITTLETON CO)
FL
04/17/2007 - 08/25/2011
HARTFORD EQUITY SALES COMPANY INC. (LAKE MARY FL)
FL
03/08/2006 - 01/05/2007
CUNA BROKERAGE SERVICES, INC. (MIAMI FL)
BOTH
Issued 11/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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