Ameet TijoriwalaCRD Number: 3074125
Current Firm: Truist Advisory Services, Inc.
Ameet Tijoriwala (CRD# 3074125) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 15 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|Truist Advisory Services, Inc.||Atlanta, GA||May 2022 - Current||< 1|
|Truist Investment Services, Inc.||Atlanta, GA||May 2022 - Current||< 1|
|Truist Advisory Services, Inc.||Atlanta, GA||Feb 2021 - May 2022||1|
|Truist Investment Services, Inc.||Atlanta, GA||Feb 2021 - May 2022||1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Apr 2019 - Feb 2021||1|
|Suntrust Advisory Services, Inc.||Atlanta, GA||Apr 2019 - Feb 2021||1|
|Morgan Stanley||Atlanta, GA||Jun 2010 - Mar 2019||8|
|Morgan Stanley Private Bank, N.a.||Atlanta, GA||Jun 2010 - Mar 2019||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2007|
|S66||NASAA Uniform Combined State Law Examination||Dec 2015|
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
Average Account Value$485,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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