Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tomer? Claim Your ProfileTomer Shoval is a financial advisor with Truist Advisory Services, Inc. Tomer has been working in the financial services industry since 2007 and has experience providing financial advice to individuals, businesses, and trusts. Tomer holds the Series 6, 7, and 66 licenses, as well as the SIE exam. Tomer is registered with the Securities and Exchange Commission (SEC) and with FINRA as a registered representative. Tomer is also registered with the following states: California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, Michigan, New Jersey, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Virginia, Washington, and Wyoming. Tomer specializes in financial planning, portfolio management, and wrap fee products. Tomer is committed to providing clients with personalized financial advice and guidance.
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
DC
09/09/2016 - Present
Truist Advisory Services, Inc. (WASHINGTON DC)
DC
12/04/2007 - 10/02/2012
WELLS FARGO ADVISORS, LLC (WASHINGTON DC)
BOTH
Issued 05/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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