Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Falcomata is a registered representative with Truist Advisory Services, Inc. Erica has been in the financial services industry since 2007. Erica has experience working at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BB&T Securities, LLC and Truist Investment Services, Inc. Erica Falcomata holds the following securities licenses: Series 6, Series 7, Series 63 and Series 65. Erica provides financial planning and portfolio management 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
TX
02/17/2021 - Present
Truist Advisory Services, Inc. (HOUSTON TX)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TX
12/02/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (HOUSTON TX)
TX
05/17/2010 - 12/07/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
11/08/2005 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HOUSTON TX)
IA
Issued 04/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Erica Falcomata is the right advisor for you? Invested Better is here to help.
