Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Eli Cano is a financial advisor at Truist Advisory Services, Inc. with over 10 years of experience in the financial industry. Carlos is registered with the state of Florida as a Broker-Dealer and Investment Advisor. Carlos holds Series 7, 66, and SIE licenses. Carlos provides a variety of financial services to individuals, businesses, and institutions, including financial planning, portfolio management, and investment advisory services. Carlos is committed to providing his clients with personalized financial advice that meets their unique needs and goals.
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
11/03/2023 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
BOTH
Issued 10/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 8/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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