Unclaimed
Norman Javier Sandino is an investment advisor representative with Truist Advisory Services, Inc. Norman has been in the industry since July 10, 2011. Norman is registered with FINRA and the state of Florida. Norman has a Series 63 and Series 65 license. Norman also holds a Series 6 and SIE license. Norman has experience with a variety of investment products and services. Norman specializes in financial planning, portfolio management, and mutual funds. Norman has a strong track record of success and is committed to providing his clients with the highest level of service.
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
FL
12/20/2016 - Present
Truist Advisory Services, Inc. (MIAMI FL)
FL
08/16/2011 - 05/11/2012
CHASE INVESTMENT SERVICES CORP. (MIAMI FL)
NY
04/24/2000 - 06/02/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 12/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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