Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Franklin? Claim Your ProfileFranklin Lefler is a financial advisor currently registered with Truist Advisory Services, Inc., with over 25 years of experience in the financial services industry. Franklin Lefler holds licenses to provide investment advisory services in multiple states including Texas, Florida and several others. Franklin Lefler specializes in providing financial planning, portfolio management for individuals and businesses, selection of other advisors and publication of periodicals. Franklin Lefler has a strong track record of providing comprehensive financial advice to individuals, families and businesses. Franklin Lefler’s previous experience includes working with AMSOUTH INVESTMENT SERVICES, INC. and FORTIS INVESTORS, INC.
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
FL
11/18/2019 - Present
Truist Advisory Services, Inc. (TEMPLE TERRACE FL)
AL
07/27/1999 - 03/01/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MN
08/15/1997 - 07/29/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
NY
08/28/1995 - 06/10/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
MA
11/30/1993 - 03/10/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/30/1993 - 03/10/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 08/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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