Karleienny Medina Sojo, financial advisor Orlando FL

Karleienny Medina Sojo

CRD Number: 6325541
Current Firm: Truist Advisory Services, Inc.

Karleienny Medina Sojo (CRD# 6325541) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Orlando, FL and has over 6 years of experience in the finance industry.

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Certified Advisory Corp
Company Name Location Dates Years
Suntrust Investment Services, Inc. Atlanta, FL Sep 2019 - Current 2
Suntrust Advisory Services,inc. Atlanta, GA Sep 2019 - Current 2
Vystar Credit Unio Jacksonville, FL Apr 2018 - Jul 2019 1
Strategic Advisers,inc. Jacksonville, FL Feb 2017 - Jan 2018 < 1
Fidelity Brokerage Services, LLC Jacksonville, FL Jul 2015 - Jan 2018 2
Goodwin Asset Management Inc. Pensacola, FL Jan 2015 - Jul 2015 < 1
The University Of West Florida Pensacola, FL Aug 2012 - May 2015 2
The University Of West Florida Pensacola, FL Aug 2011 - May 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2015
S66 NASAA Uniform Combined State Law Examination Feb 2017
Disclosure Information

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
Contact Info for Karleienny D. Medina Sojo
Phone Number: 404-827-6461
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    53,898
    MILLIONS
  • Total Number of Accounts
    124,678
    ACCOUNTS
  • Average Account Value
    $432,299
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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