Unclaimed
Sheela Sukesh is a financial professional with over 9 years of experience in the industry. She currently holds a Series 27, SIE, and Series 99 license and is registered with Truist Investment Services, Inc. in Charlotte, NC. Sheela has previously held roles at BB&T Securities, LLC and BB&T Investment Services, Inc. in Charlotte.
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.
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.
1
2
NC
02/17/2021 - Present
Truist Investment Services, Inc. (CHARLOTTE NC)
NC
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (CHARLOTTE NC)
NC
03/24/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BC
Issued 07/12/2016
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2015
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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