Unclaimed
Lara Lenora Williams is a financial professional who has been in the industry since December 20, 2018. Lara is currently registered with Truist Investment Services, Inc., a firm with an active Broker-Dealer scope and an inactive Investment Advisor scope. Lara is a Series 99 and SIE licensed professional. Lara holds a Series 99 license, which is also known as the Operations Professional Examination, and a SIE license, which is the Securities Industry Essentials Examination. The licenses were issued on December 21, 2018 and December 22, 2018, respectively.
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
GA
12/21/2018 - Present
Truist Investment Services, Inc. (ATLANTA GA)
BC
Issued 12/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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