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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samia? Claim Your ProfileSamia Rizk is an investment advisor representative with Truist Advisory Services, Inc. Samia is a licensed investment advisor in Florida and is a registered representative in Florida and Georgia. Samia has been in the industry since 2006. Samia's previous experience includes roles at Morgan Keegan & Company, Inc. and SunTrust Investment Services, Inc. Samia's experience and credentials make her well-suited to provide financial advice and investment management services. Samia specializes in providing financial advice to individuals and businesses. Samia is committed to helping her clients achieve their financial goals.
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
FL
12/08/2016 - Present
Truist Advisory Services, Inc. (NAPLES FL)
TN
04/24/2007 - 07/26/2007
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
FL
04/18/2006 - 01/12/2007
SUNTRUST INVESTMENT SERVICES, INC. (NAPLES FL)
IA
Issued 12/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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