Kevin Luke Serensits

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

• 07/2016 → 02/2021
  Bb&T Investment Services, Inc.
  Allentown, PA
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Allentown, PA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Allentown, PA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Allentown, PA
  Richmond, VA
• 2016-07-13 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Allentown, PA
• 2014-01-21 → 2016-07-12
  Cetera Investment Advisers Llc
  Allentown, PA
• 2007-10-19 → 2014-01-21
  Cetera Investment Services Llc
  Bethlehem, PA
  Allentown, PA
  Hellertown, PA
  New Holland, PA
  Morgantown, PA
  Pottstown, PA
  Pottstown, PA
  Bethlehem, PA
  Emmaus, PA
  St Cloud, MN
  Allentown, PA
  Bethlehem, PA
  Bethlehem, PA
  Nazareth, PA
  Mountaintop, PA
  Bethlehem, PA
  Allentown, PA
  Pottsville, PA
  Stroudsburg, PA
  Newtown, PA
  Pottsville, PA

Other Businesses

GETTYSBURG LICENSED TOWN HISTORIANS/GUIDES POSITION: tour guide NATURE: Providing historical tours through the town of gettysburg, pa. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2014 ADDRESS: one lincoln square, gettysburg PA 17325

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-12
• S63 Uniform Securities Agent State Law Examination
  1981-03-09