Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Romesh? Claim Your ProfileRomesh Jayatileke is a financial advisor with Truist Advisory Services, Inc. based in McLean, Virginia. Romesh has been in the industry for over 20 years and holds licenses in several states, including Virginia, Maryland, New York, and Florida. Romesh is dedicated to providing financial advice to a wide range of clients, including individuals, families, and businesses. Romesh focuses on portfolio management, financial planning, and retirement planning.
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
VA
03/24/2022 - Present
Truist Advisory Services, Inc. (MCLEAN VA)
VA
10/21/2021 - 03/31/2022
WELLS FARGO CLEARING SERVICES, LLC (MCLEAN VA)
BOTH
Issued 12/23/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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