Karen Ann Wintering

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

• 09/2008 → 02/2021
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2016 → 02/2021
  Suntrust Advisory Services
  Atlanta, GA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Alpharetta, GA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Alpharetta, GA

Other Businesses

POSITION: NONE NATURE: VACATION RENTAL PROPERTY INVESTMENT RELATED: NO NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2014 ADDRESS: , PANAMA CITY BEACH FL DESCRIPTION: RENTAL RESERVATIONS

Exams

• S66 Uniform Combined State Law Examination
  2008-12-22
• S63 Uniform Securities Agent State Law Examination
  1993-06-21

Other Names

• Karen Ann Reineck
• Karen Wintering Reineck
• Karen A Wintering