Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sasha? Claim Your ProfileSasha Lauzon is a financial advisor at Truist Advisory Services, Inc., based in Fort Lauderdale, FL. Sasha has been in the financial industry since 2001, and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and other businesses. Sasha provides financial planning, portfolio management, and other advisory services to her clients. Sasha is registered with FINRA and is a Registered Investment Advisor in Florida and Texas. Sasha also has licenses in 32 other states. Sasha holds the Series 7, Series 63, and Series 65 licenses.
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
07/02/2024 - Present
Truist Advisory Services, Inc. (FORT LAUDERDALE FL)
FL
06/01/2007 - 01/24/2018
WELLS FARGO CLEARING SERVICES, LLC (FORT LAUDERDALE FL)
FL
02/24/2006 - 06/04/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT.LAUDERDALE FL)
NY
05/09/2005 - 03/02/2006
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
MA
04/17/2001 - 02/18/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
03/21/2001 - 04/04/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 07/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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