Unclaimed
Lailany Elisabel Giraldes is a registered investment advisor representative with Truist Advisory Services, Inc. Lailany has been in the securities industry since May 2015. Lailany holds Series 63, 65, 7, 9, 10, and SIE licenses. Lailany specializes in portfolio management for individuals and businesses and offers financial planning and other advisory services. Prior to joining Truist Advisory Services, Inc., Lailany was associated with BB&T Securities, LLC in Richmond, Virginia.
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
02/17/2021 - Present
Truist Advisory Services, Inc. (MIAMI FL)
VA
06/01/2015 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
IA
Issued 04/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/28/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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