Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jellana? Claim Your ProfileJellana Alaine Canton Anderson has been a registered representative in the securities industry since September 7, 2006. Jellana is a Registered Principal, a Series 66, Series 7, and a Series 52TO licensed advisor. Jellana is currently with Truist Advisory Services, Inc., in Atlanta, Georgia. Jellana was previously with BB&T Securities, LLC, from May 21, 2020 to February 17, 2021 and Ameriprise Financial Services, Inc., from September 7, 2006 to August 2, 2007. Jellana provides portfolio management for individuals and businesses.
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 9/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/2/2019
Series 4 - Registered Options Principal Examination
BC
Issued 3/13/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/21/2015
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/6/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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