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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Kellett Reagan is a financial advisor registered with Truist Advisory Services, Inc., based in Manassas, VA. Jennifer has been in the financial services industry since 2020 and has worked with BB&T Securities, LLC and Truist Investment Services, Inc. Jennifer specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Selection of Other Advisers, and Publication of Periodicals. She is a Series 7, Series 63, Series 65 and SIE licensed professional. Jennifer is registered with the state of Virginia and all 50 states for both securities and investment advisory 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.
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
02/17/2021 - Present
Truist Advisory Services, Inc. (MANASSAS VA)
VA
01/16/2020 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
IA
Issued 05/15/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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