Unclaimed
Jellana Canton Anderson is a financial advisor at Truist Advisory Services, Inc. Jellana has been in the financial services industry since 2006. Jellana has a broad range of experience and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Jellana is also a registered investment advisor in Georgia. Jellana is affiliated with BB&T Securities, LLC and Ameriprise Financial Services, Inc. Jellana has been affiliated with SunTrust Advisory Services, Inc. since 2016 and Truist Advisory Services, Inc. since 2021. Jellana is also involved in the community and has been a volunteer with various organizations.
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
GA
06/09/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
VA
05/21/2020 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
09/07/2006 - 08/02/2007
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
BOTH
Issued 09/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2019
Series 4 - Registered Options Principal Examination
BC
Issued 03/13/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/21/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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