Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Camelia? Claim Your ProfileCamelia Gelabert nunez is a financial advisor registered with Truist Advisory Services, Inc. with over 20 years of experience in the financial industry. Camelia holds various licenses and certifications, including Series 7, 24, 53, and 66 licenses. Camelia has held previous positions with BB&T Securities, LLC, and BANC of America Investment Services, Inc. Camelia Gelabert nunez specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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
FL
11/02/2016 - Present
Truist Advisory Services, Inc. (CORAL GABLES FL)
VA
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
MA
12/21/1999 - 03/15/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 07/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/22/2006
Series 4 - Registered Options Principal Examination
BC
Issued 03/13/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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