Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Burkhardt is a financial advisor at Truist Advisory Services, Inc. Jennifer has over 10 years of experience in the financial services industry. Jennifer is registered to provide investment advice in 53 states and the District of Columbia. Jennifer is a Series 6, 7, 24, 63 and 65 licensed professional. Jennifer offers financial planning, portfolio management, publication of periodicals, selection of other advisors, and wrap fee product and financial profiling services. Jennifer specializes in providing investment advice to 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.
1
2
PA
03/02/2021 - Present
Truist Advisory Services, Inc. (KING OF PRUSSIA PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
07/13/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (DOYLESTOWN PA)
PA
08/28/2014 - 07/12/2016
CETERA INVESTMENT SERVICES LLC (DOYLESTOWN PA)
PA
09/19/2012 - 08/29/2014
SANTANDER SECURITIES LLC (ALLENTOWN PA)
PA
07/19/2011 - 09/19/2012
LPL FINANCIAL LLC (ALLENTOWN PA)
IA
Issued 03/31/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Burkhardt is the right advisor for you? Invested Better is here to help.
