Bassema Domiati (CRD# 6985518) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fort Lauderdale, FL and has over 6 years of experience in the finance industry.
CRD# 2693512
Prudential Financial Planning Services
CRD# 6814558
Primerica Advisors
CRD# 5875142
Achilles Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Suntrust Advisory Services, Inc. | Atlanta, GA | Jan 2020 - Current | 4 |
| Suntrust Bank | Ft Lauderdale, FL | Jul 2018 - Current | 6 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Jul 2018 - Current | 6 |
| Suntrust Bank | Coral Springs, FL | Aug 2013 - Jul 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2018 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
- FL
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- 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
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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