Unclaimed
Christopher Andrew Jolley is an investment advisor representative associated with Truist Advisory Services, Inc. Christopher has been in the securities industry since February 2022. Christopher is registered in 53 states. Christopher has passed the Uniform Combined State Law Examination, the General Securities Representative Examination and the Securities Industry Essentials Examination. The firm offers advisory services to individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, banks or thrift institutions, and pooled investment vehicles. The firm also provides financial planning, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
VA
05/19/2022 - Present
Truist Advisory Services, Inc. (CHESTERFIELD VA)
BOTH
Issued 5/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/3/2022
Series 7TO - General Securities Representative Examination
BC
Issued 8/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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