Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lateefah? Claim Your ProfileLateefah Donadelle is a registered investment advisor representative with Truist Advisory Services, Inc. Lateefah has been in the industry since 1997. Lateefah is registered to provide investment advisory services in 53 states, as well as the District of Columbia and Puerto Rico. Lateefah is also registered with FINRA. Prior to joining Truist Advisory Services, Inc., Lateefah worked at Morgan Stanley Smith Barney LLC. Lateefah holds a Series 7, Series 10, Series 9, Series 55, Series 57TO, and Series 63 licenses, and passed the Series 66 exam in 2007. Lateefah has a wide range of experience providing financial planning, portfolio management, and other advisory services to individuals, businesses, and high net worth individuals. Lateefah is committed to providing her clients with personalized advice and services that meet their specific needs.
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
GA
08/17/2023 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
06/01/2009 - 07/24/2023
MORGAN STANLEY (Atlanta GA)
GA
02/23/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NY
03/14/1997 - 12/31/2002
INVESTEC ERNST & COMPANY (NEW YORK NY)
NY
09/30/1996 - 01/23/1997
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
NJ
03/27/1996 - 09/11/1996
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
BOTH
Issued 11/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/29/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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