Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Esposito Cole is a financial advisor at Truist Advisory Services, Inc., a company with offices in Atlanta, Georgia. Karen has been working in the financial industry since August 7, 1997 and has been registered with the state of Florida as an investment advisor representative since July 16, 2020. Prior to joining Truist Advisory Services, Inc., Karen was employed by BB&T Securities, LLC and BB&T Investment Services, Inc. Karen's expertise includes portfolio management for businesses and individuals, as well as financial planning. Karen also provides financial profiling services and is a Certified Financial Planner.
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
FL
07/16/2020 - Present
Truist Advisory Services, Inc. (Tampa FL)
FL
01/02/2018 - 07/13/2020
BB&T SECURITIES, LLC (TAMPA FL)
FL
10/09/2009 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (TAMPA FL)
FL
01/29/2008 - 09/23/2009
COLONIAL BROKERAGE, INC. (TAMPA FL)
FL
09/26/2005 - 08/22/2007
NFP SECURITIES, INC. (CLEARWATER FL)
MO
10/01/2000 - 09/08/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
03/04/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 03/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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