Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leland? Claim Your ProfileLeland Harrelson is an investment advisor representative with Truist Advisory Services, Inc. Leland holds a Series 63 license in Florida, a Series 65 license in Florida, and a Series 63 license in North Carolina. Leland also holds a Series 7TO license and a SIE license. Leland has been working in the securities industry since September 12, 2023. Truist Advisory Services, Inc. is headquartered in Atlanta, GA and has offices in Charlotte, NC. The firm's main office is located at 303 Peachtree Center Avenue, 2nd Floor, Atlanta, GA 30303. Truist Advisory Services, Inc. is a registered investment advisor and offers a variety of services, including financial planning, portfolio management for individuals, and portfolio management for businesses.
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
NC
08/08/2024 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
IA
Issued 10/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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