Sana Itayem, financial advisor Marco Island FL
81 score

Sana Itayem

CRD Number: 4623992
Current Firm: Suntrust Advisory Services, Inc.

Sana Itayem (CRD# 4623992) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Marco Island, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Aug 2016 - Current 1
Suntrust Bank Naples, FL Oct 2012 - Current 5
Suntrust Investment Services, Inc. Atlanta, GA Oct 2012 - Current 5
Fifth Third Bank Marco Island, FL Apr 2006 - Oct 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S66 NASAA Uniform Combined State Law Examination Jan 2013
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Sana S. Itayem
Phone Number: 404-827-6461
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    17,726
    MILLIONS
  • Total Number of Accounts
    37,178
    ACCOUNTS
  • Average Account Value
    $476,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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