Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanna? Claim Your ProfileJeanna Blair is a financial advisor with Truist Advisory Services, Inc. Jeanna has been in the financial services industry since 1988 and is registered with the state of North Carolina and South Carolina. She is also a Registered Representative with FINRA. Jeanna holds the Series 7, 9, 10, 24, 63, and 65 securities licenses. In addition to portfolio management for individuals and businesses, Jeanna provides financial planning and wrap fee product services.
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
NC
11/25/2020 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
02/12/2024 - 04/24/2024
TRUIST SECURITIES, INC. (Charlotte NC)
VA
03/24/2015 - 06/29/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
11/13/2000 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
WV
11/30/1998 - 11/13/2000
ONE VALLEY SECURITIES CORPORATION (CHARLESTON WV)
NY
05/22/1998 - 11/10/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
02/10/1992 - 05/22/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/22/1989 - 03/21/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/23/1988 - 01/02/1989
FIRST MARYLAND BROKERAGE CORPORATION
IA
Issued 06/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1988
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 01/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/12/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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