Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Stoll is a financial advisor at Truist Advisory Services, Inc., located in Richmond, VA. Jennifer has over 15 years of experience in the financial services industry. She is a Certified Financial Planner and holds the Series 7, Series 24 and Series 66 licenses. Prior to joining Truist Advisory Services, Inc., Jennifer worked at PNC Investments and LPL Financial. Jennifer is passionate about helping her clients 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
VA
09/05/2024 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
OH
05/04/2012 - 08/26/2024
PNC INVESTMENTS (CLEVELAND OH)
OH
05/04/2011 - 03/15/2012
LPL FINANCIAL LLC (AKRON OH)
OH
06/22/2009 - 04/11/2011
MML INVESTORS SERVICES, LLC (MEDINA OH)
BOTH
Issued 12/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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