Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lena? Claim Your ProfileLena Poma is a registered representative and investment advisor representative with Truist Advisory Services, Inc. Lena has been in the financial industry since 2018 and has held previous positions at Ally Invest Securities LLC and LPL Financial LLC. Lena specializes in providing financial planning, portfolio management, and other investment advisory services to individuals, businesses, and corporations. Lena is also a registered principal for Truist Advisory Services, Inc.
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
NC
08/24/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
05/12/2021 - 08/25/2021
ALLY INVEST SECURITIES LLC (Charlotte NC)
SC
12/10/2019 - 05/14/2021
LPL FINANCIAL LLC (FORT MILL SC)
NC
09/26/2017 - 06/04/2019
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
BOTH
Issued 03/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/20/2018
Series 4 - Registered Options Principal Examination
BC
Issued 12/12/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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