Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vikram? Claim Your ProfileVikram Kamil Shah is a financial advisor at Truist Advisory Services, Inc. in WINTER SPRINGS, FL. Vikram has been in the financial industry since 1992. Vikram is registered as a broker-dealer and investment advisor. Vikram holds several licenses, including Series 7, 6, 63, 65 and 24. Vikram has been with Truist Advisory Services, Inc. since 2016. Prior to Truist Advisory Services, Inc., Vikram was a financial advisor at International Assets Advisory Corporation from 1995 to 2000 and T. Rowe Price Investment Services, Inc. from 1992 to 1995. Vikram provides financial planning, portfolio management for individuals and businesses, selection of other advisors, 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.
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2
FL
10/04/2021 - Present
Truist Advisory Services, Inc. (WINTER SPRINGS FL)
FL
07/25/1995 - 07/17/2000
INTERNATIONAL ASSETS ADVISORY CORPORATION (ORLANDO FL)
MD
06/01/1992 - 05/18/1995
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 3/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/9/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/29/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/24/1995
Series 7 - General Securities Representative Examination
BC
Issued 4/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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