Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Iantha? Claim Your ProfileIantha Wortman is a registered representative and investment advisor representative with Truist Advisory Services, Inc. She has been active in the financial industry since 2023. Iantha holds the Series 7TO, Series 66, and SIE licenses and is registered in North Carolina and Vermont. Iantha's previous experience includes roles at Equitable Advisors LLC and Lighthouse Lending. Iantha specializes in working with individuals, corporations, and charitable organizations.
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
NC
09/26/2024 - Present
Truist Advisory Services, Inc. (APEX NC)
BOTH
Issued 05/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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