Vik Shah Email & Phone Number
Vice President, Financial Advisor, Truist Investment Services, Inc. Truist Wealth @ Truist Wealth
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Vik Shah Location
- Oviedo, FL, US
Vik Shah Work
- 2021 - now Vice President, Financial Advisor, Truist Investment Services, Inc. Truist Wealth @
- 2000 - 2021 Vice President, Financial Advisor @
- 1995 - 2000 Financial Advisor @ International Assets Advisory Corp
- 1991 - 1995 Statistician @
Vik Shah Education
- The Johns Hopkins University
Bachelor of Arts (B.A.) (Economics)
1987 - 1991
Vik Shah Skills
- Series 63
- Mutual Funds
- Retirement Planning
- Securities
- Fixed Annuities
- Asset Allocation
- Wealth Management
- Estate Planning
- Statistical Computing
Vik Shah Summary
- Vik Shah, based in Oviedo, FL, US, is currently a Vice President, Financial Advisor, Truist Investment Services, Inc. Truist Wealth at Truist Wealth. Vik Shah brings experience from previous roles at SunTrust Investment Services, Inc., International Assets Advisory Corp and T. Rowe Price. Vik Shah holds a 1987 - 1991 Bachelor of Arts (B.A.) in Economics @ The Johns Hopkins University. With a robust skill set that includes Series 63, Mutual Funds, Retirement Planning, Securities, Fixed Annuities and more. Vik Shah has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Truist Wealth Employees
Ty Debique
Managing Director, Regional Director
Florida, United States
R. Null
Managing Director of Brokerage Products
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Erik Tozzi
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Gregory Viejo
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Miami, FL, US
Jim Brennan
Managing Director and Senior Wealth Advisor
Tampa, FL, US
Michael Thompson
Managing Director, Senior Wealth Advisor
Baltimore, MD, US
Jan-Peter Breugelmans
Managing Director - Senior Wealth Advisor
Chicago, IL, US
Rob Miles
Managing Director - Head of National Sales
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Jason Sykes
Senior Vice President, Wealth Advisor
Charlotte, NC, US
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