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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Javier? Claim Your ProfileJavier Dadan is a financial advisor with Truist Advisory Services, Inc. based in Palm Beach, FL. Javier has been in the industry since 2008 and is registered with both FINRA and the state of Florida. He holds the Series 6, 7, 63, and 65 licenses as well as the SIE. Javier has experience working with individuals, families, and businesses to help them reach their financial goals. He is a registered investment advisor representative.
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
11/22/2016 - Present
Truist Advisory Services, Inc. (PALM BEACH FL)
FL
10/24/2011 - 08/20/2013
LPL FINANCIAL LLC (LAKE WORTH FL)
TN
02/11/2009 - 10/07/2011
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
FL
06/25/2008 - 01/08/2009
SUNTRUST INVESTMENT SERVICES, INC. (WEST PALM BEACH FL)
IA
Issued 11/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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