Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Nease has been working in the financial services industry since 1995. Jennifer is currently registered with Truist Advisory Services, Inc. and is located in MARTINSVILLE, VA. Jennifer has held previous registrations with BB&T SECURITIES, LLC, BB&T INVESTMENT SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and KEPLEY & CO., INCORPORATED. Jennifer provides financial planning services, portfolio management services for individuals and businesses, and publication of periodicals.
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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VA
02/17/2021 - Present
Truist Advisory Services, Inc. (MARTINSVILLE VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
07/15/1999 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MARTINSVILLE VA)
NY
05/10/1996 - 03/26/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
VA
11/15/1994 - 05/03/1996
KEPLEY & CO., INCORPORATED (RICHMOND VA)
BOTH
Issued 11/21/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 03/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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