Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeni? Claim Your ProfileJeni Cobbs is a financial advisor at Truist Advisory Services, Inc. Jeni has been in the financial industry since 2006. Jeni is registered with the state of Georgia as both a securities agent and an investment advisor representative. Jeni has a broad range of experience in the financial services industry, including experience with financial planning, portfolio management, and investment management. Jeni is committed to providing her clients with personalized financial advice and investment guidance.
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
12/21/2017 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
TX
11/08/2010 - 04/10/2012
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
09/09/2009 - 06/01/2010
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
AZ
05/26/2005 - 08/10/2009
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
04/14/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
04/14/2003 - 12/31/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
04/14/2003 - 12/31/2004
SPELMAN & CO., INC. (PHOENIX AZ)
GA
04/12/2002 - 04/21/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
05/15/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 07/13/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2019
Series 24 - General Securities Principal Examination
BC
Issued 05/22/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/18/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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