Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nora? Claim Your ProfileNora Carrillo is a financial advisor at Truist Advisory Services, Inc. She has been in the industry since 2008 and holds multiple licenses and certifications, including the Series 7, Series 63, Series 66, and Series 99TO. Nora specializes in providing financial planning, portfolio management, and financial profiling services for individuals and businesses. She is also a licensed real estate agent. Nora is committed to helping clients achieve their financial goals.
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
TX
02/17/2021 - Present
Truist Advisory Services, Inc. (FORT WORTH TX)
VA
07/23/2020 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TX
01/09/2014 - 02/18/2020
MORGAN STANLEY (FT. WORTH TX)
TX
01/13/2011 - 01/02/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
01/18/2008 - 08/24/2009
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 06/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/24/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/03/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2018
Series 3 - National Commodity Futures Examination
BC
Issued 01/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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