Unclaimed Profile

Felicia Ann Speetjens

TRUIST ADVISORY SERVICES, INC.·ATLANTA, Georgia

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 65CFPClean record23 years registeredTRUIST ADVISORY SERVICES, INC.

303 PEACHTREE CENTER AVENUE,, ATLANTA, GA 30303CRD# 3197366Firm CRD# 283390

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Felicia Ann Speetjens · ATLANTA, GA

Registration

CRD #3197366 · TRUIST ADVISORY SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRUIST ADVISORY SERVICES, INC.

BB&T SECURITIES, LLC

Dec 2019 – Feb 2021

RICHMOND, VA

TRUIST ADVISORY SERVICES, INC.

Oct 2016 – Oct 2021

ATLANTA, GA

SUNTRUST INVESTMENT SERVICES, INC.

Sep 2003 – Dec 2016

ATLANTA, GA

PRUDENTIAL FINANCIAL PLANNING SERVICES

Mar 2003 – Oct 2003

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · March 18, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUIST ADVISORY SERVICES, INC.

CRD 283390 · SEC 801-107729

AUM

$61.4B

Regulatory assets under management

Employees

2,105

124,201 client accounts

Services offered by TRUIST ADVISORY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRUIST ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Felicia Ann Speetjens offer?

Felicia Ann Speetjens specializes in Financial Planning, Investment Management, Wealth Management.

What are Felicia Ann Speetjens's credentials?

Felicia Ann Speetjens holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Felicia Ann Speetjens located?

Felicia Ann Speetjens is based in ATLANTA, Georgia, last registered with TRUIST ADVISORY SERVICES, INC..

How does Felicia Ann Speetjens charge for services?

Felicia Ann Speetjens's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUIST ADVISORY SERVICES, INC.?

TRUIST ADVISORY SERVICES, INC. has approximately 2105 employees and manages $61.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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