Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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