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Lailany Elisabel Giraldes

Truist Advisory Services, Inc.

Miami, FL

CRD 5534046

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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:

Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-02-17
  • FL RA
    APPROVED
    Since 2021-02-17

Branch Locations

777 Brickell Ave Fl 9, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Securities Miami FL 01/2014 02/2021
Truist Investment Services, Inc. Miami FL 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 01/2014 → 02/2021
    Bb&T Securities
    Miami, FL
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Miami, FL
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2019-04-09 → 2021-02-17
    Bb&T Securities, Llc
    Miami, FL
    Richmond, VA
Other Businesses

PAINTING/ ACRYLIC ABSTRACT/ MIXED MEDIA ART POSITION: N/A NATURE: THIS IS NOT A BUSINESS BUT A HOBBY OF PAINTING/ ACRYLIC ABSTRACT/ MIXED MEDIA ART THAT OCCASIONALLY CAN EARN INCOME BASED ON A PIECE FEE OR COMMISSIONED PIECE. INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 08/19/2021 ADDRESS: , MIAMI FL , United States DESCRIPTION: PAINTING/ ACRYLIC ABSTRACT/ MIXED MEDIA ART AMAZON KDP POSITION: CREATIVE CONTENT CONTRIBUTOR/AUTHOR NATURE: AMAZON KINDLE DIRECT PUBLISHING; SELF-BOOK PUBLISHING THROUGH THE AMAZON PLATFORM THAT INCLUDE JOURNALS, LOGS, NOTEBOOKS,ETC. I PROVIDE CONTENT AS A CREATIVE CONTRIBUTER. I AM NOT EMPLOYEE OR CONTRACTOR OF AMAZON. COMPENSATION IS PAID AS ROYALTIES BASED ON SALES AND IS PAID DIRECTLY TO ME WHICH DOES NOT REQUIRE FORMATION OF A BUSINESS ENTITY OR DBA. CREATIVE CONTENT IS DONE DURING THE WEEKS ON MY FREE TIME AND IS NOT INTERRUPTING MY REGULAR WORK SCHEDULE BETWEEN M-F BUSINESS HOURS. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2021 ADDRESS: , MIAMI FL , United States DESCRIPTION: AMAZON KINDLE DIRECT PUBLISHING; SELF-BOOK PUBLISHING THROUGH THE AMAZON PLATFORM THAT INCLUDE JOURNALS, LOGS, NOTEBOOKS,ETC. I PROVIDE CONTENT AS A CREATIVE CONTRIBUTER. I AM NOT EMPLOYEE OR CONTRACTOR OF AMAZON. COMPENSATION IS PAID AS ROYALTIES BASED ON SALES AND IS PAID DIRECTLY TO ME WHICH DOES NOT REQUIRE FORMATION OF A BUSINESS ENTITY OR DBA. CREATIVE CONTENT IS DONE DURING THE WEEKS ON MY FREE TIME AND IS NOT INTERRUPTING MY REGULAR WORK SCHEDULE BETWEEN M-F BUSINESS HOURS. LIVELY LEILANI POSITION: Owner/Sole Proprietor NATURE: Blog/social media content centered around baking, books, DIY projects and gift ideas. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2024 ADDRESS: Miami FL, United States DESCRIPTION: Blog/social media content centered around baking, books, DIY projects and gift ideas.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-06
S63 Uniform Securities Agent State Law Examination 2016-01-25
  • S65 Uniform Investment Adviser Law Examination
    2019-04-06
  • S63 Uniform Securities Agent State Law Examination
    2016-01-25

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