Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacinda? Claim Your ProfileJacinda Neal Norvell is a registered investment advisor representative with Truist Advisory Services, Inc. Jacinda has been in the industry since 1995. Prior to joining Truist Advisory Services, Inc., Jacinda worked at BB&T Securities, LLC and Invesco Services, Inc. Jacinda holds Series 4, 7, 24, 63, and 65 licenses and has been registered with the state of Georgia since 1997. Jacinda provides financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
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2
GA
09/21/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (ATLANTA GA)
GA
12/02/1996 - 09/20/1997
INVESCO SERVICES, INC. (ATLANTA GA)
GA
02/15/1995 - 10/01/1996
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
IA
Issued 12/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1999
Series 4 - Registered Options Principal Examination
BC
Issued 11/03/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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