Lena Poma

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

• 03/2017 → 06/2019
  Mml Investors Services, Llc
  Springfield, MA
• 01/2014 → 03/2017
  Msi Financial Services, Inc.
  Charlotte, NC
• 07/2016 → 06/2019
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 12/2019 → 04/2021
  Lpl Financial Llc
  Fort Milll, SC
• 05/2021 → 08/2021
  Ally Invest Securities Llc
  Charlotte, FL
• 08/2021 → Present
  Truist Investment Services, Inc.
  Charlotte, NC
• 08/2021 → Present
  Truist Advisory Services, Inc.
  Charlotte, NC
• 06/2019 → 12/2019
  Unemployed
  Charlotte, NC

Previous Registrations

• 2021-03-04 → 2021-05-14
  Lpl Financial Llc
  Fort Mill, SC

Exams

• S66 Uniform Combined State Law Examination
  2021-03-03
• S63 Uniform Securities Agent State Law Examination
  2018-10-31

Other Names

• Lena Poma
• Lena Brookins