Belkys MejiaCRD Number: 4852688
Current Firm: Truist Advisory Services, Inc.
Belkys Mejia (CRD# 4852688) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
Ubs Financial Services Inc.
|Truist Advisory Services, Inc.||Atlanta, GA||Mar 2021 - Current||< 1|
|Truist Investment Services, Inc.||Miami, FL||Feb 2021 - Current||< 1|
|Bb&t||Miami, FL||Jan 2019 - Current||2|
|Bbtis||Charlotte, NC||Apr 2018 - Current||3|
|Bbtsec||Richmond, VA||Apr 2018 - Current||3|
|Bb&t||Miami, FL||Apr 2018 - Jan 2019||< 1|
|Unemployed||Miami, FL||Jan 2018 - Apr 2018||< 1|
|Principal Life Insurance Company||Coral Gables, FL||Sep 2016 - Dec 2017||1|
|Principal Securities Inc.||Coral Gables, FL||Sep 2016 - Dec 2017||1|
|Atlantic Capital Advisor||Ft Lauderdale, FL||Mar 2016 - Sep 2016||< 1|
|Principal Life Insurance Company||Coral Gables, FL||Aug 2015 - Mar 2016||< 1|
|Princor Financial Services Corporation||Coral Gables, FL||Aug 2015 - Mar 2016||< 1|
|Metlife Securities Inc.||Orlando, FL||Sep 2013 - Aug 2015||1|
|Unemployed||Miami, FL||Mar 2013 - Sep 2013||< 1|
|The Smith Companies Ltd/capitas Fin'l||Boston, MA||Oct 2011 - Mar 2013||1|
|The Leaders Group Inc.||Littleton, CO||Oct 2011 - Mar 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2017|
Total Assets Under Management53,898MILLIONS
Total Number of Accounts124,678ACCOUNTS
Average Account Value$432,299
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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