Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sylvia? Claim Your ProfileSylvia Delane Crow is a financial advisor registered with Truist Advisory Services, Inc. and Truist Investment Services, Inc. Sylvia is a seasoned professional with a comprehensive understanding of the financial services industry, having been active in the field for over 20 years. She possesses a wide range of expertise, including financial planning, portfolio management for individuals and businesses, and the selection of other advisors. Sylvia is dedicated to providing personalized financial advice to her clients, helping them achieve their financial goals and aspirations.
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
GA
08/17/2023 - Present
Truist Advisory Services, Inc. (ALPHARETTA GA)
MA
05/15/2001 - 12/13/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 08/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/14/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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