Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Hamlin is a financial advisor with Truist Advisory Services, Inc. based in Charlotte, North Carolina. Jennifer has over 20 years of experience in the financial services industry and holds a Series 66 license and a Series 7 license. Jennifer specializes in financial planning, portfolio management for individuals and businesses, and wrap fee products. Jennifer is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
NC
11/04/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
MA
09/17/2021 - 11/03/2021
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
NC
12/09/2019 - 08/18/2021
PARK AVENUE SECURITIES LLC (CHARLOTTE NC)
NC
03/25/2017 - 06/04/2019
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
04/08/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
06/23/2014 - 03/28/2016
LINCOLN FINANCIAL SECURITIES CORPORATION (CHARLOTTE NC)
GA
05/14/2008 - 11/02/2012
TRIAD ADVISORS, INC. (NORCROSS GA)
GA
07/25/2006 - 05/09/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (NORCROSS GA)
NC
09/24/2003 - 07/20/2006
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
05/07/2002 - 10/02/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NJ
04/12/1999 - 03/12/2002
HARRISDIRECT LLC (JERSEY CITY NJ)
BOTH
Issued 02/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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