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Rochelle Ilene Cairo

Truist Advisory Services, Inc.

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About Rochelle Ilene Cairo

Rochelle Ilene Cairo is an investment advisor representative with Truist Advisory Services, Inc. Rochelle has been working in the industry since 1998 and is registered in 37 states. Rochelle's experience spans across various firms, including Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wachovia Securities, Inc.

Firm Information

Rochelle Cairo is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$61.37B

Assets Under Management

560

Total Clients

1,881

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rochelle Cairo’s Registration & Firm History

FL

03/13/2017 - Present

Truist Advisory Services, Inc. (SARASOTA FL)

FL

02/28/2003 - 03/26/2014

WELLS FARGO ADVISORS, LLC (SARASOTA FL)

NY

12/09/2002 - 02/13/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

MO

10/01/2000 - 11/19/2002

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NC

10/29/1998 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NY

01/01/1998 - 09/18/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 01/30/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/23/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/23/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/1998

Series 31 - Futures Managed Funds Examination

BC

Issued 12/30/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Rochelle Ilene Cairo. Review regulatory record here.
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