Unclaimed
Jack Zhu is a financial professional registered with Truist Securities, Inc., in Georgia. Jack is currently licensed to provide securities-related services and holds Series 7, Series 66, and SIE licenses. Jack has been in the industry for less than a year, having joined Truist Securities, Inc. on June 13, 2024, after previously working at Ballew Investments, Inc. in Mississippi.
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.
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.
1
2
GA
06/13/2024 - Present
Truist Securities, Inc. (ATLANTA GA)
MS
03/01/2024 - 05/21/2024
BALLEW INVESTMENTS, INC. (JACKSON MS)
BOTH
Issued 03/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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