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AN

Andreia G. Nimara

TRUIST INVESTMENT SERVICES
BAL HARBOUR, FL 33154
Some features on this profile are disabled
CRD#: 5195419
AN

Professional summary

Andreia G Nimara, CFP®, who also goes by Andreia Georgiana Nimara, Andreia Nimara, is a registered financial professional currently at TRUIST INVESTMENT SERVICES, INC. located in Bal Harbour, Florida.

Andreia is registered as a RR (Registered Representative) and started their career in finance in 2006. Andreia has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Andreia Georgiana Nimara | Andreia Nimara

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Andreia G Nimara's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

May 6, 2026 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 9600 Collins Ave, Bal Harbour, FL 33154
BD
CRD#: 17499
BAL HARBOUR, FL
Past

January 10, 2022 - May 5, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
FORT LAUDERDALE, FL
Past

January 10, 2022 - May 5, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
FORT LAUDERDALE, FL
Past

April 21, 2017 - October 26, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
NORTH MIAMI BEACH, FL
Past

April 20, 2017 - October 26, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
NORTH MIAMI BEACH, FL
Past

October 23, 2009 - April 24, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
MIAMI, FL
Past

October 23, 2009 - April 24, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
MIAMI, FL
Past

November 6, 2006 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
MIAMI, FL
Past

October 17, 2006 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
MIAMI, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(5/6/2026)
RR
California
(5/6/2026)
RR
Florida
(5/6/2026)
RR
North Carolina
(5/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/1/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/16/2006
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TI
TRUIST INVESTMENT SERVICES, INC.
ALEXANDER KEY | TRUIST INVESTMENT SERVICES, INC. | SUNTRUST SECURITIES, INC. | SUNTRUST SECURITIES INC | SUNTRUST INVESTMENT SERVICES, INC. | SUNTRUST BROKERAGE SERVICES, INC.

CRD#: 17499 / SEC#: 801-56443, 8-35355

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
PREMIUM
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Contact information

Main Address
303 Peachtree Street Suntrust Garden Offices Suite 140, Atlanta, GA 30303
Mailing Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Phone number
(800) 874-4770
Established
Georgia since 11/27/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

STIS AND THIRD PARTY MANAGED PROGRAMS FIRM WRAP BROCHURE (10/12/2016)
AMC ADVISOR MANAGED PROGRAMS FIRM BROCHURE (10/12/2016)
CONSULTING SERVICES FP AMC ADVANTAGE FIRM BROCHURE (3/17/2016)

Direct owners and executive officers

NamePositionCRD#
TRUIST FINANCIAL CORPORATIONHOLDING COMPANY
CALLENDER, EVELYN MICHELLETREASURER AND CHIEF FINANCIAL OFFICER7591739
CENTENO, PATRICIA REEDDEPUTY CHIEF COMPLIANCE OFFICER2239528
COBBS, JENI RACHELCOMPLIANCE OFFICER4354424
CRAM, BRYAN SCOTTVICE CHAIRMAN/EXECUTIVE VICE PRESIDENT2723431
DOWHOWER, BRIAN SEANCHAIRMAN/PRESIDENT/CHIEF EXECUTIVE OFFICER4202574
DUNN, JEFFREY TODDDIRECTOR/EXECUTIVE VICE PRESIDENT4228631
HECHTLINGER, SUSANDIRECTOR/CHIEF COMPLIANCE OFFICER/SENIOR VICE PRESIDENT2890466
MAVICO, CECILIA BAUTESENIOR VICE CHAIRMAN/CHIEF OPERATING OFFICER/CORPORATE SECRETARY3261303
NORMAN, ANNMARIE CARROLLCOMPLIANCE OFFICER2993726
STEARSMAN, SCOTT KENTDIRECTOR4067766
TYSON, TONYACHIEF OPERATIONS OFFICER/SENIOR VICE PRESIDENT/ASSISTANT CORPORATE SECRETARY1987448
WEHINGER, LEAH ROWEDIRECTOR/EXECUTIVE VICE PRESIDENT1719505

Disclosures

Regulatory Event13
Arbitration14
Bond2

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499Bal Harbour, FL 33154

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