Unclaimed
Eunjoo Fenton is a financial advisor with Truist Advisory Services, Inc. Eunjoo is a registered representative with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since 1987. Eunjoo is licensed in multiple states and specializes in portfolio management, financial planning, and selection of other advisors. Eunjoo's expertise can assist investors of all kinds, including individuals, families, businesses, and charitable organizations.
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
09/27/2016 - Present
Truist Advisory Services, Inc. (FAIRFAX VA)
NY
02/14/1998 - 12/10/2001
QUICK & REILLY, INC. (NEW YORK NY)
NY
01/03/1989 - 02/14/1998
FLEET BROKERAGE SECURITIES, INC. (NEW YORK NY)
NA
09/24/1987 - 12/20/1988
BROKERS SECURITIES, INC.
IA
Issued 06/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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