Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Beaulieu is a financial advisor at Truist Advisory Services, Inc. with over 20 years of experience in the industry. Jennifer is registered with the state of North Carolina. She is also registered with FINRA and is a Series 7 and 66 licensed professional. Jennifer's areas of specialization include: investment management, portfolio management, financial planning, wrap fee products, and financial profiling. Jennifer is focused on helping individual and business clients reach 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
02/17/2021 - Present
Truist Advisory Services, Inc. (Charlotte NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
05/20/2008 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ROCK HILL SC)
NC
10/27/2003 - 05/16/2008
SCOTT & STRINGFELLOW, INC. (CHARLOTTE NC)
FL
11/28/2001 - 11/12/2003
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 12/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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