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Payal Ashish Shukla

Truist Investment Services, Inc.

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About Payal Ashish Shukla

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.

Firm Information

Payal Shukla is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Payal Shukla’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Payal Ashish Shukla.
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