Karleienny
Medina Sojo
Truist Advisory Services, Inc
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About this Advisor
Karleienny Medina Sojo is a financial advisor operating in Orlando, Florida, who has 4 years of industry experience. Medina Sojo currently works for Truist Advisory Services, Inc. Their career trajectory has included roles at Fidelity Brokerage Services, LLC, Goodwin Asset Management Inc, The University Of West Florida, Vystar Credit Unio, Suntrust Investment Services, Inc, Suntrust Advisory Services, Inc and Strategic Advisers, Inc. Medina Sojo holds Series 63 and Series 66 licenses, designating them as a securities broker, and can operate in Florida. Truist Advisory Services, Inc is a financial advisory firm based in Atlanta, GA. It has offices in 3,373 locations and a total of 2,842 people on staff. It administers $53 billion in assets between its 125,600 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 85 charitable organizations. Of its 125,600 client accounts, just 12% belong to high-net-worth clients who have greater than $1 million in investable assets. Truist Advisory Services, Inc has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. A financial advisor's fee schedules usually are based on the services. Fees charged by Truist Advisory Services, Inc can consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$53,169,938,577
2,842
125,600
$423,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Karleienny Medina Sojo Work History
Karleienny has been registered as a financial advisor for 4 years.*
Suntrust Investment Services, Inc
Suntrust Advisory Services,Inc
Vystar Credit Unio
Strategic Advisers,Inc
Fidelity Brokerage Services, LLC
Goodwin Asset Management Inc
The University Of West Florida
The University Of West Florida
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Karleienny Medina Sojo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Truist Advisory Services, Inc
Williamsburg, VA
Atlanta, GA
Altamonte Springs, FL
Richmond, VA
Atlanta, GA
Richmond, VA
Chevy Chase, MD
Myrtle Beach, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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