Bassema Domiati, financial advisor Fort Lauderdale FL

Bassema Domiati

CRD Number: 6985518
Current Firm: Truist Advisory Services, Inc.

Bassema Domiati (CRD# 6985518) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fort Lauderdale, FL and has over 5 years of experience in the finance industry.

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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
Contact Info for Bassema Domiati
Phone Number: 404-813-7713
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    61,370
    MILLIONS
  • Total Number of Accounts
    124,201
    ACCOUNTS
  • Average Account Value
    $494,117
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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