Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivory? Claim Your ProfileIvory Shakonda Johnson is a registered representative and investment advisor representative with Truist Advisory Services, Inc. in McDonough, Georgia. Ivory has been in the securities industry since February 12, 2016. Ivory is licensed to conduct business in Georgia. Ivory is associated with Wells Fargo Clearing Services, LLC. Ivory has passed the Series 6, Series 7, Series 63 and Series 66 exams. Ivory is also registered as an investment advisor representative in Georgia. Ivory has been involved in other business activities, including rental property and investment-related activities.
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.
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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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GA
06/28/2024 - Present
Truist Advisory Services, Inc. (MCDONOUGH GA)
GA
02/13/2016 - 06/27/2024
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
BOTH
Issued 5/7/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/13/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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