Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Sulvinski is a financial advisor with Truist Advisory Services, Inc. Jason has been in the industry since November 2016 and has a wide range of experience serving individual investors. Jason is a licensed and registered investment advisor in 52 states and the District of Columbia and holds Series 24, 52TO, 53, 66, and 7TO licenses. Jason has been providing financial advice and investment management services to individuals and families for over 6 years. Jason is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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
FL
02/21/2022 - Present
Truist Advisory Services, Inc. (FORT MYERS FL)
BOTH
Issued 01/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/10/2022
Series 24 - General Securities Principal Examination
BC
Issued 04/13/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 11/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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