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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey James Emperador is a registered investment advisor representative with Truist Advisory Services, Inc., based in Charlotte, North Carolina. Jeffrey has been in the securities industry since 2011. Prior to joining Truist, Jeffrey was employed at BB&T Securities, LLC. Jeffrey holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Jeffrey has 52 state securities licenses and 1 state investment advisor representative licenses. Jeffrey specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Jeffrey is also licensed to provide wrap fee products and financial profiling services using desktop software.
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
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
07/04/2011 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IA
Issued 7/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/9/2016
Series 7 - General Securities Representative Examination
BC
Issued 7/2/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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