Best Investors Account Sign in

Paulette Mallios Callas

Truist Advisory Services, Inc.

King Of Prussia, PA

Claim This Profile
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-10-11
  • PA RA
    APPROVED
    Since 2024-10-11

Branch Locations

150 S Warner Rd Ste 200, King Of Prussia, PA 19406 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Conshohocken PA 12/2018 09/2024
Wells Fargo Bank, N.A. Philadelphia PA 01/1994 10/2018
Truist Advisory Services, Inc. Philadelphia PA 10/2024 Present
Truist Investment Services, Inc. Philadelphia PA 10/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-04
  • S66 Uniform Combined State Law Examination
    2019-04-04
Other Names
  • Paulette Nancy Mallios
  • Paulette Callas

View on SEC IAPD

Other Firms

COOPER EAGLE, LLC
LPL FINANCIAL LLC
CERTIOR FINANCIAL GROUP, LLC
MAGUIRE INVESTMENTS LLC
JURA INVESTMENTS, LLC
APOLLON FINANCIAL, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

ANDREW LEE COOPER
Rebecca Michelle Drexler-Bleivik
Peter Munley
BENJAMIN JAMES SCHLEICHER
Rijo Abraham Reji
Kristen Voigtsberger
Simon F Crew
AVI NO MIDDLE NAME KANTOR

Other Offices

COOPER EAGLE, LLC · KING OF PRUSSIA, PA
LPL FINANCIAL LLC · KING OF PRUSSIA, PA
CERTIOR FINANCIAL GROUP, LLC · KING OF PRUSSIA, PA
MAGUIRE INVESTMENTS LLC · KING OF PRUSSIA, PA
JURA INVESTMENTS, LLC · KING OF PRUSSIA, PA
APOLLON FINANCIAL, LLC · King of Prussia, PA
LPL FINANCIAL LLC · KING OF PRUSSIA, PA
BANKERS LIFE ADVISORY SERVICES, INC. · KING OF PRUSSIA, PA

More in King Of Prussia, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor