Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gloria? Claim Your ProfileGloria Bertagnolli Ryan is a financial advisor who is currently registered with Truist Advisory Services, Inc. Gloria has been in the industry since December 2012 and has held previous roles with BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. Gloria specializes in a variety of areas including financial planning, portfolio management for individuals and businesses, publication of periodicals, and selection of other advisors.
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
TX
02/16/2017 - Present
Truist Advisory Services, Inc. (HOUSTON TX)
TX
05/16/2013 - 01/30/2017
BBVA SECURITIES INC. (HOUSTON TX)
TX
12/13/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
IA
Issued 01/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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