Unclaimed
Chantel Angelicia Sainsbury is a registered representative with Truist Advisory Services, Inc. Chantel has been in the industry for 2 years and is registered in Georgia. Chantel is a Series 66 and Series 7TO licensed professional. Chantel provides financial planning, portfolio management, and selection of other advisors services. Chantel has experience providing investment advisory services to individual clients, corporations, and high-net-worth individuals.
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
GA
04/25/2024 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
BOTH
Issued 04/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Chantel Sainsbury is the right advisor for you? Invested Better is here to help.