Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Anne Ploehn is a registered investment advisor representative at Truist Advisory Services, Inc., with a strong history in the financial industry, beginning in 2000. Jennifer holds Series 6, 7, 63, and 66 licenses, as well as the SIE. Jennifer currently serves clients in North Carolina and a number of other states, including Georgia, Florida, and New York. Jennifer has experience working with clients ranging from high-net-worth individuals to corporations, including those seeking financial planning, portfolio management, and wrap fee products.
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
09/14/2016 - Present
Truist Advisory Services, Inc. (RALEIGH NC)
NC
03/15/2007 - 08/26/2008
WACHOVIA SECURITIES, LLC (DURHAM NC)
NJ
03/28/2000 - 02/20/2007
CHASE INVESTMENT SERVICES CORP. (MONTCLAIR NJ)
BOTH
Issued 10/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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