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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Elizabeth Carpenter is a financial advisor with Truist Advisory Services, Inc. Jane has been in the financial industry since 1988. Jane has been registered with the state of West Virginia since 2020. She holds a Series 63, 65, 66, 7, 8, 9, 10, and SIE licenses. She is a Registered Representative and Investment Advisor Representative. Jane works with individual and business clients. Her specialization is in Portfolio Management. Jane has worked with BB&T Securities, LLC and Scott & Stringfellow, LLC before joining Truist Advisory Services, Inc.
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
WV
11/23/2020 - Present
Truist Advisory Services, Inc. (CHARLESTON WV)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
WV
09/17/2004 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (CHARLESTON WV)
MO
10/01/1999 - 10/04/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
07/17/1995 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
04/30/1994 - 07/18/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
07/31/1993 - 03/03/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
01/20/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 12/29/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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