Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Leonzi is a financial advisor at Truist Advisory Services, Inc. Douglas has been in the financial industry since 2003 and holds a Series 6, 7, 63 and 65 license. Douglas has experience working at BB&T Securities, LLC and BB&T Investment Services, Inc. Douglas provides financial planning, portfolio management for individuals and businesses, and other financial advisory services.
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
PA
04/15/2021 - Present
Truist Advisory Services, Inc. (ALLENTOWN PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
07/13/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ALLENTOWN PA)
PA
10/16/2007 - 07/12/2016
CETERA INVESTMENT SERVICES LLC (ALLENTOWN PA)
PA
06/02/2005 - 10/19/2007
KNBT SECURITIES, INC. (EMMAUS PA)
MA
01/24/2001 - 09/24/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/24/2001 - 09/24/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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