Belkys Mejia, financial advisor Coral Gables FL

Belkys Mejia

CRD Number: 4852688
Current Firm: Truist Advisory Services, Inc.

Belkys Mejia (CRD# 4852688) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Coral Gables, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Truist Advisory Services, Inc. Atlanta, GA Mar 2021 - Current 3
Truist Investment Services, Inc. Miami, FL Feb 2021 - Current 3
Bb&t Miami, FL Jan 2019 - Feb 2021 2
Bbtis Charlotte, NC Apr 2018 - Feb 2021 2
Bbtsec Richmond, VA Apr 2018 - Feb 2021 2
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2017
Contact Info for Belkys Mejia
Phone Number: 404-813-7713
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

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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