Sierra Ordonez (CRD# 6750694) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 6 years of experience in the finance industry.
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Atlanta, GA | Aug 2021 - Current | 2 |
| E*trade Securities LLC | Alpharetta, GA | Jun 2020 - Jul 2021 | 1 |
| E*trade Securities LLC | Alpharetta, GA | Feb 2020 - Jun 2020 | < 1 |
| E*trade Securities LLC | Alpharetta, GA | Jan 2017 - Feb 2020 | 3 |
| At&t, Digital Life | Peachtree Corners, GA | Aug 2016 - Dec 2016 | < 1 |
| Georgia State University | Atlanta, GA | Jan 2013 - Aug 2016 | 3 |
| Old Navy | Buford, GA | Oct 2015 - Nov 2015 | < 1 |
| Dry Bar | Atlanta, GA | Jun 2015 - Jul 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2017 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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Total Assets Under Management53,170MILLIONS
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Total Number of Accounts125,600ACCOUNTS
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Average Account Value$423,328
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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