Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Genesis? Claim Your ProfileGenesis Elizabeth Santos Pichardo is a financial advisor with Truist Advisory Services, Inc. Genesis Elizabeth Santos Pichardo is registered with the state of Georgia and has been in the industry since 2023. Genesis Elizabeth Santos Pichardo has passed the SIE, Series 7TO, Series 63 and Series 65 exams. Genesis Elizabeth Santos Pichardo specializes in financial planning, portfolio management for individuals and businesses, and publication of periodicals. Genesis Elizabeth Santos Pichardo is located in Alpharetta, Georgia and is available to help you with your financial needs.
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
GA
12/12/2023 - Present
Truist Advisory Services, Inc. (ALPHARETTA GA)
IA
Issued 12/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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