Unclaimed
Sucharu Arora is a registered investment advisor representative with Truist Advisory Services, Inc. Sucharu has been working in the financial services industry since 2005 and has experience with a variety of investment products and services. Sucharu is also a registered investment advisor in Maryland and is licensed to provide financial advice in the District of Columbia, Maryland, and Virginia. Sucharu has a strong background in investment management and has a track record of success in helping 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.
1
2
MD
09/09/2016 - Present
Truist Advisory Services, Inc. (COLUMBIA MD)
MD
07/25/2011 - 09/28/2012
BB&T INVESTMENT SERVICES, INC. (SILVER SPRING MD)
MD
11/24/2005 - 07/20/2011
WELLS FARGO ADVISORS, LLC (POTOMAC MD)
IA
Issued 03/31/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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