Karleienny Del Valle Medina Sojo

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

• 07/2015 → 01/2018
  Fidelity Brokerage Services, Llc
  Jacksonville, FL
• 04/2018 → 07/2019
  Vystar Credit Unio
  Jacksonville, FL
• 09/2019 → 12/2023
  Truist Investment Services, Inc.
  Atlanta, FL
• 09/2019 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA
• 02/2017 → 01/2018
  Strategic Advisers,Inc.
  Jacksonville, FL
• 12/2023 → Present
  Truist Investment Services, Inc.
  Orlando, FL

Previous Registrations

• 2017-02-08 → 2018-02-08
  Strategic Advisers Llc
  Jacksonville, FL

Other Businesses

D&K MARKETS LLC POSITION: president NATURE: Sell used and new Clothing items online on ebay.com INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 08/23/2021 ADDRESS: , st augustine FL , United States DESCRIPTION: Buy clothing items a different stores, post them online for sale on ebay.com, once sold ship them to buyer's address.

Exams

• S66 Uniform Combined State Law Examination
  2017-02-04
• S63 Uniform Securities Agent State Law Examination
  2015-09-04

Other Names

• Karleienny Medina
• Karleienny Del Valle Medina