Unclaimed
Jennifer Marie Ritorto is a financial advisor who has been in the industry since 2005. She is currently registered with Truist Advisory Services, Inc. in Georgia, Louisiana, and Texas. Jennifer has experience with a wide range of financial products and services, including financial planning, portfolio management, and securities trading. She is a Certified Financial Planner and has also passed the Series 7, Series 66, and SIE exams. Jennifer has a strong commitment to 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.
1
2
GA
03/13/2017 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
10/18/2005 - 07/22/2010
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
BOTH
Issued 10/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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