Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Leann Kerr is a registered investment advisor representative with Truist Advisory Services, Inc. Jamie is a veteran of the financial services industry, having started their career in 2014. Jamie holds a Series 66, Series 7, Series 9, Series 10, Series 24, and Series 31 license. Jamie has been active in the financial services industry for over 8 years and has experience providing financial advice to a variety of clients, including individuals, businesses, and charitable organizations. Prior to joining Truist Advisory Services, Inc. Jamie was affiliated with BB&T Securities, LLC.
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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VA
02/17/2021 - Present
Truist Advisory Services, Inc. (VIRGINIA BEACH VA)
VA
11/06/2014 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
BOTH
Issued 12/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2022
Series 24 - General Securities Principal Examination
BC
Issued 05/22/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/01/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 11/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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