Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juliet? Claim Your ProfileJuliet Capozzi is a financial advisor with Truist Advisory Services, Inc. Juliet has been in the financial industry for over 3 years and has worked at RBC Capital Markets, LLC. Juliet holds a Series 7TO and Series 66 licenses. Juliet is registered with the state of Tennessee and is currently serving clients in the Nashville area.
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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2
TN
07/09/2024 - Present
Truist Advisory Services, Inc. (NASHVILLE TN)
NV
07/28/2021 - 06/21/2024
RBC CAPITAL MARKETS, LLC (Las Vegas NV)
BOTH
Issued 03/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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