Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene Riley Maszy is a financial advisor with Truist Advisory Services, Inc. located in JACKSONVILLE, FL. Gene is a CERTIFIED FINANCIAL PLANNER® professional and has been in the financial industry since 1999. Gene holds Series 7, Series 31, Series 63, Series 66 and Series 24 licenses, as well as the Securities Industry Essentials Examination (SIE).
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
08/18/2016 - Present
Truist Advisory Services, Inc. (JACKSONVILLE FL)
FL
11/03/2004 - 07/09/2009
WELLS FARGO ADVISORS, LLC (JACKSONVILLE FL)
AL
04/28/2000 - 11/01/2004
PROEQUITIES, INC. (BIRMINGHAM AL)
NY
04/26/1999 - 04/07/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 03/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/19/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 04/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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