Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katia? Claim Your ProfileKatia Pecci is a financial advisor with Truist Advisory Services, Inc. Katia has been in the industry since 2012 and has a broad range of experience, including working with high-net-worth individuals, corporations, and other businesses. Katia is a registered investment advisor in Florida and Georgia. Katia is also a Series 6, 7, 24, 63, and 65 licensed professional. Katia offers a variety of advisory services including financial planning, portfolio management, and selection of other advisors.
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
11/23/2016 - Present
Truist Advisory Services, Inc. (WESTON FL)
IA
Issued 11/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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