Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tania? Claim Your ProfileTania Lawrence is a financial advisor with Truist Advisory Services, Inc., working from the Atlanta, GA office. Tania has been in the securities industry for over 10 years and is registered to provide investment advice in 53 states and territories. Her expertise includes portfolio management for businesses and individuals, and Tania holds the Series 66, Series 7TO, and SIE licenses.
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
GA
08/25/2023 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
BOTH
Issued 08/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Tania Lawrence is the right advisor for you? Invested Better is here to help.
