Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxine? Claim Your ProfileMaxine Asha Allen is a registered representative and investment advisor representative with Truist Advisory Services, Inc. Maxine has over 13 years of experience in the financial services industry. She has been with Truist Advisory Services, Inc. since February 2021, and previously worked with SunTrust Investment Services, Inc. and The Strategic Financial Alliance, Inc. Maxine specializes in financial planning, portfolio management, and selection of other advisors.
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
11/18/2022 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
10/02/2018 - 09/09/2020
THE STRATEGIC FINANCIAL ALLIANCE, INC. (ATLANTA GA)
GA
10/02/2012 - 09/26/2018
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
11/14/2011 - 12/20/2011
QUESTAR CAPITAL CORPORATION (FAYETTEVILLE GA)
GA
01/22/2010 - 11/29/2011
LPL FINANCIAL LLC (FAYETTEVILLE GA)
IA
Issued 02/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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