Unclaimed
Tieleasha Jenkins-holley is a financial advisor with Truist Advisory Services, Inc. located in Atlanta, Georgia. Tieleasha has been in the financial services industry since 2001. Tieleasha has a Series 7, 63, 66, 53, 4, and 24 licenses, and has experience in providing financial advice to individuals and businesses. Tieleasha also has experience in portfolio management, financial planning, and publication of periodicals.
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
09/19/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
04/05/2002 - 01/03/2008
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
NY
11/21/2001 - 04/17/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
GA
03/12/2001 - 09/24/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BOTH
Issued 04/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/30/2005
Series 4 - Registered Options Principal Examination
BC
Issued 05/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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