Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Ingraham Martella is a financial advisor at Modera Wealth Management, LLC. Jenny has been in the industry since March 2012. Jenny is a Certified Financial Planner and is licensed to provide investment advice in North Carolina. Jenny specializes in working with individuals, families, businesses, and retirement plans. Jenny is committed to providing personalized financial advice that helps 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.
Guidance on pension options to ensure a secure financial future.
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
01/02/2020 - Present
Modera Wealth Management, LLC (CHARLOTTE NC)
IA
Issued 02/05/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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