Unclaimed
Namaine Coombs is a financial advisor at Truist Advisory Services, Inc. Namaine has been in the industry since 1998, and has worked at various companies, including Wells Fargo, Bank of America, and Truist Advisory Services. Namaine is registered as an Investment Advisor Representative in North Carolina, and has the Chartered Financial Analyst designation. Namaine is also the CEO of Unleashed Success, LLC, a life-coaching and book publishing company, and is a landlord. Namaine specializes in providing financial planning, portfolio management for individuals and businesses, and publication of periodicals.
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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NC
08/30/2024 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
Active
Inactive
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