Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lavonna? Claim Your ProfileLavonna Trekia Mason is a financial advisor with Truist Advisory Services, Inc. Lavonna has been in the industry since 2009 and is registered in 54 states and jurisdictions. Lavonna is a Series 66, Series 7, and SIE licensed representative. Lavonna works with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Lavonna provides financial planning, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. Lavonna is affiliated with Truist Advisory Services, Inc. which is a subsidiary of Truist Financial Corporation. Truist Advisory Services, Inc. has more than 2000 investment advisor representatives and provides a variety of services to clients including financial planning, investment management, and wealth management. Truist Advisory Services, Inc. is a registered investment advisor.
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
VA
04/04/2022 - Present
Truist Advisory Services, Inc. (MCLEAN VA)
VA
03/23/2009 - 04/04/2022
WELLS FARGO CLEARING SERVICES, LLC (MCLEAN VA)
BOTH
Issued 10/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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