Tierra Tanisha Rose

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 05/2017
  Charles Schwab & Co., Inc.
  Orlando, FL
• 02/2013 → Present
  T. Rose Properties Llc
  Alexandria, VA
• 06/2017 → 08/2018
  Suntrust Investment Services,Inc.
  Atlanta, GA
• 08/2018 → 04/2024
  Truist Investment Services, Inc.
  Orlando, FL
• 09/2018 → Present
  Truist Advisory Services, Inc
  Orlando, FL
• 04/2024 → Present
  Truist Investment Services,Inc.
  Orlando, FL

Other Businesses

T. ROSE PROPERTIES LLC, ALEXANDRIA, VIRGINIA, NOT INVESTMENT RELATED, 02/25/2013, OWNER, RENTAL PROPERTY, BETWEEN 20-40 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-17
• S63 Uniform Securities Agent State Law Examination
  2010-03-05

Other Names

• Tierra T. Rose
• Tierra Rose
• Tierra T Rose
• Tierra Tanishia Rose