Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey A Repasky is a registered investment advisor with Truist Advisory Services, Inc. Jeffrey has been in the securities industry since 2009. Jeffrey has passed several securities exams including Series 7, Series 9, Series 10, Series 63 and Series 66 exams. Jeffrey has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., SunTrust Investment Services, Inc and SunTrust Advisory Services LLC. The firm has a total of 61,369,856,545 dollars in regulatory assets under management.
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
GA
06/28/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
10/19/2009 - 06/04/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MARIETTA GA)
NY
10/01/1999 - 02/10/2000
BROADWAY TRADING, LLC (NEW YORK NY)
BOTH
Issued 11/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/16/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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