Invested Better
Unclaimed

Unclaimed

Unclaimed

Clarence Jerome Senn

Truist Advisory Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Clarence? Claim Your Profile

About Clarence Jerome Senn

Clarence Jerome Senn is a financial advisor at Truist Advisory Services, Inc. located in Anderson, South Carolina. Clarence has been in the financial services industry since 1989 and has worked with Truist since 2021. Before that, Clarence was a financial advisor at BB&T Securities, LLC, BB&T Investment Services, Inc., Woodbury Financial Services, Inc., First Citizens Securities Corporation, Royal Alliance Associates, Inc., and The Robinson-Humphrey Company Inc. Clarence is registered to provide investment advice and sell securities in Alabama, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Kentucky, Michigan, Nevada, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, and Washington. Clarence is also registered with FINRA and the SEC. Clarence specializes in providing financial advice to individuals, businesses, and charitable organizations. Clarence offers a range of services, including financial planning, portfolio management, and wrap fee product.

Firm Information

Clarence Senn is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$61.37B

Assets Under Management

560

Total Clients

1,881

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Clarence Senn’s Registration & Firm History

SC

04/15/2021 - Present

Truist Advisory Services, Inc. (Anderson SC)

VA

01/02/2018 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

SC

04/16/2012 - 01/02/2018

BB&T INVESTMENT SERVICES, INC. (SENECA SC)

SC

09/24/2010 - 04/17/2012

WOODBURY FINANCIAL SERVICES, INC. (GREENVILLE SC)

SC

11/01/2006 - 08/10/2010

FIRST CITIZENS SECURITIES CORPORATION (EASLEY SC)

SC

03/20/2000 - 11/02/2006

ROYAL ALLIANCE ASSOCIATES, INC. (GREENVILLE SC)

NC

03/10/1998 - 03/20/2000

BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NA

09/03/1997 - 03/25/1998

BB&T INVESTMENT SERVICES OF SOUTH CAROLINA, INC.

NC

01/13/1993 - 09/18/1997

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

GA

11/23/1988 - 01/21/1993

THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)

Not sure if Clarence Jerome Senn is right for you?

Licenses & Designations

IA

Issued 03/27/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/1988

Series 3 - National Commodity Futures Examination

BC

Issued 11/19/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clarence Jerome Senn.
Not sure if Clarence Jerome Senn is right for you?