Michael John Medinger

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

• 03/2021 → 07/2021
  Wells Fargo Clearing Services, Llc
  Baltimore, MD
• 02/2010 → 07/2021
  Wells Fargo Bank, Na
  Baltimore, MD
• 09/2021 → Present
  Truist Advisory Services, Inc.
  Baltimore, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-09
• S63 Uniform Securities Agent State Law Examination
  1991-12-11

Designations

• Chartered Financial Analyst