Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trista? Claim Your ProfileTrista Anne Shigley is a financial advisor with Truist Advisory Services, Inc. located in Greenville, SC. Trista has been in the financial services industry since 2014 and has been registered with the state of South Carolina since October 2024. Trista holds the Series 7TO and SIE licenses. Trista's primary focus is providing financial advice to individuals and businesses. Trista is also a board member of the American Bankers Association Trust School.
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
SC
10/01/2024 - Present
Truist Advisory Services, Inc. (GREENVILLE SC)
BC
Issued 08/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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