Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramona? Claim Your ProfileRamona Suzette Burris is a financial advisor registered with Truist Advisory Services, Inc.. Ramona has been in the financial services industry for over 15 years and holds licenses for Series 7, 99TO, 24 and 66 securities exams and is also registered to conduct Investment Advisory business in North Carolina. Ramona specializes in providing financial planning services, portfolio management for individuals and businesses, and selection of other advisors. Ramona has over 15 years of experience working with BB&T Investment Services, Inc. and BB&T Securities, LLC before joining Truist Advisory Services, Inc..
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
NC
07/30/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (CHARLOTTE NC)
NC
12/04/2007 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 07/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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