Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Nicole Ekard is a financial advisor at Truist Advisory Services, Inc. Jacqueline has over 19 years of experience in the financial services industry. Jacqueline holds a Series 66 license, and has passed the Series 7, SIE, Series 24, and Series 26 exams. Jacqueline is also a Certified Financial Planner. Jacqueline is registered to provide investment advice in 11 states including Alabama, California, Florida, Georgia, Kentucky, Nevada, North Carolina, South Carolina, Virginia, and West Virginia.
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
GA
02/17/2021 - Present
Truist Advisory Services, Inc. (Dacula GA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
10/22/2009 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WINDER GA)
GA
06/11/2008 - 10/14/2009
MORGAN KEEGAN & COMPANY, INC. (ATHENS GA)
GA
01/02/2003 - 07/03/2006
SUNTRUST INVESTMENT SERVICES, INC. (ATHENS GA)
BOTH
Issued 02/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/24/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jacqueline Ekard is the right advisor for you? Invested Better is here to help.
