Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Kelly Pcholinsky is a financial advisor who is registered with the state of North Carolina. Jennifer is a Certified Financial Planner® professional. Jennifer has been in the financial services industry since 2012 and is currently employed by Balentine, LLC. Balentine is a financial advisory firm with a presence in both Atlanta, GA and Raleigh, NC. The firm specializes in financial planning and portfolio management for individuals, businesses, pooled investment vehicles and charitable organizations. Balentine primarily charges fixed fees and a percentage of assets under management for their services.
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.
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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NC
03/21/2024 - Present
Balentine (RALEIGH NC)
Active
Inactive
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