Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlo? Claim Your ProfileCarlo Walter Oldani is a registered representative with Truist Advisory Services, Inc. in Morehead City, North Carolina. Carlo has been in the financial services industry since 1993 and has worked for several firms, including BB&T Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Wachovia Securities, LLC, and RBC Centura Securities, Inc. Carlo has experience in portfolio management, financial planning and investment advisory. Carlo is registered with the state of North Carolina and several other states.
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
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (MOREHEAD CITY NC)
VA
05/10/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
10/23/2009 - 05/13/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW BERN NC)
NC
09/26/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW BERN NC)
NC
09/20/2002 - 09/30/2008
WACHOVIA SECURITIES, LLC (MOREHEAD CITY NC)
NC
06/03/1994 - 09/09/2002
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
IN
06/22/1993 - 04/14/1994
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IA
Issued 07/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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