Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sierra? Claim Your ProfileSierra Ordonez is a registered investment advisor representative at Truist Advisory Services, Inc. Sierra has been in the financial services industry since 2017. Sierra holds Series 63, 65, and 7 licenses as well as the SIE. Sierra is registered to provide investment advisory services in 53 states and the District of Columbia.
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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GA
04/12/2022 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
03/02/2017 - 08/18/2021
E*TRADE SECURITIES LLC (ALPHARETTA GA)
IA
Issued 04/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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