Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanne? Claim Your ProfileJeanne Sutton is a financial advisor at Wellth Advisory Services, LLC, a firm that provides financial advisory services to a variety of clients. Jeanne has been working in the financial industry since 2009, having previously held roles with National Planning Corporation and LPL Financial Corporation. Jeanne has a strong background in financial planning, and is dedicated to helping her clients achieve their financial goals. She is a certified financial planner and holds the Series 7 and Series 66 licenses. Jeanne's expertise includes retirement planning, investment management, and college savings. Jeanne also teaches a night class at Western Kentucky University, sharing her knowledge of the financial industry with the next generation of financial professionals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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KY
06/28/2024 - Present
Wellth Advisory Services, LLC (Bowling Green KY)
KY
06/16/2009 - 07/20/2012
NATIONAL PLANNING CORPORATION (BOWLING GREEN KY)
KY
01/22/2009 - 05/13/2009
LPL FINANCIAL CORPORATION (LEXINGTON KY)
BOTH
Issued 03/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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