Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Bailey Davis is a financial advisor with over 17 years of experience in the industry. Jennifer has a strong background in providing financial planning and portfolio management services for individuals and businesses. Jennifer is currently registered with Truist Advisory Services, Inc. in both North Carolina and South Carolina. Jennifer has held previous positions at LPL Financial LLC and Uvest Financial Services Group, Inc. Jennifer specializes in providing services to individuals, high-net-worth 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.
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2
SC
10/11/2023 - Present
Truist Advisory Services, Inc. (ROCK HILL SC)
NC
04/24/2018 - 03/03/2022
LPL FINANCIAL LLC (CHARLOTTE NC)
SC
04/09/2010 - 02/06/2018
LPL FINANCIAL LLC (FORT MILL SC)
NC
10/03/2007 - 04/27/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
AL
06/22/2007 - 10/01/2007
COLONIAL BROKERAGE, INC. (MONTGOMERY AL)
NC
09/11/2006 - 06/21/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
09/08/2005 - 08/18/2006
AMERIPRISE FINANCIAL SERVICES, INC. (HIGH POINT NC)
MN
09/08/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2011
Series 4 - Registered Options Principal Examination
BC
Issued 07/26/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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