Unclaimed
Payal Ashish Shukla is a financial advisor with Truist Investment Services, Inc. in Columbia, Maryland. Payal has been in the financial services industry for over 7 years. Payal holds Series 6 and 63 licenses and the SIE exam. Prior to joining Truist Investment Services, Inc., Payal was associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, New York. Payal is a registered representative in Maryland.
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.
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.
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2
MD
10/28/2021 - Present
Truist Investment Services, Inc. (COLUMBIA MD)
NY
10/27/2020 - 09/10/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MD
03/04/2014 - 06/16/2020
SUNTRUST INVESTMENT SERVICES, INC. (ELLICOTT CITY MD)
BC
Issued 04/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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