Unclaimed
Kali Zeigler is a financial advisor with Truist Securities, Inc. She has been in the industry since 2016 and holds the Series 7, Series 63, and SIE licenses. Kali is registered with the state of North Carolina. Previously, she worked at VANGUARD MARKETING CORPORATION.
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.
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.
1
2
NC
11/16/2021 - Present
Truist Securities, Inc. (CHARLOTTE NC)
NC
10/03/2016 - 11/15/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 10/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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