Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Imran? Claim Your ProfileImran Shaukat is an investment advisor representative associated with Truist Advisory Services, Inc. Imran is registered with the state of Virginia and holds the Series 66, Series 7TO and SIE securities licenses. Imran has 12 years of experience in the financial industry and has been with Truist Advisory Services, Inc. since January 2012. Imran provides financial planning and portfolio management services to individuals, corporations and high net worth individuals. Imran is also able to offer other advisory services such as selection of other advisors, publication of periodicals and wrap fee products. The firm's regulatory assets under management are approximately $61 billion. Imran is based in Centerville, Virginia.
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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VA
08/26/2024 - Present
Truist Advisory Services, Inc. (CENTERVILLE VA)
BOTH
Issued 08/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/28/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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