Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shreya? Claim Your ProfileShreya Patel is a financial advisor at Truist Investment Services, Inc. Shreya holds Series 7, Series 63 and Series 79TO licenses. Shreya has been in the securities industry since December 13, 2021. Shreya is currently registered to conduct business in Florida.
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
FL
12/14/2021 - Present
Truist Investment Services, Inc. (ORLANDO FL)
BC
Issued 10/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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