Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Umeka? Claim Your ProfileUmeka Johnson-hart is a financial advisor with Truist Advisory Services, Inc. Umeka has been working in the financial industry since May 2013. Umeka is registered with the state of Texas, and has also passed the Series 63, Series 65, and SIE exams. Umeka specializes in portfolio management for individuals and businesses, as well as financial planning. Umeka was previously registered with BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc.
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
TX
03/01/2022 - Present
Truist Advisory Services, Inc. (PLANO TX)
TX
05/16/2013 - 06/02/2021
BBVA SECURITIES INC. (PLANO TX)
TX
10/23/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (PLANO TX)
IA
Issued 02/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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