Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Latonya? Claim Your ProfileLatonya Woodruff is a financial advisor with Truist Advisory Services, Inc. Latonya has over 20 years of experience in the financial services industry. Latonya specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Latonya is registered with the state of Florida as an investment advisor representative. Latonya's previous experience includes positions at SunTrust Investment Services, Inc. and Wells Fargo Advisors, LLC.
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
11/25/2022 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
FL
04/04/2013 - 03/10/2014
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
FL
12/06/2007 - 08/14/2012
WELLS FARGO ADVISORS, LLC (ORLANDO FL)
MO
10/01/2000 - 09/30/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
08/25/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 08/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2022
Series 24 - General Securities Principal Examination
BC
Issued 04/19/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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