Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessi? Claim Your ProfileJessi Anne Burkey is a financial advisor with Truist Advisory Services, Inc. Jessi has over 18 years of experience in the financial services industry. Jessi's areas of expertise include portfolio management for individuals and businesses, financial planning, and publication of periodicals. Jessi is registered with the state of Virginia and is also registered with FINRA.
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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VA
03/02/2021 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
10/14/2014 - 06/29/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
07/26/2005 - 10/08/2014
DAVENPORT & COMPANY LLC (RICHMOND VA)
OH
05/24/2004 - 02/18/2005
BUTLER, WICK & CO., INC. (YOUNGSTOWN OH)
BOTH
Issued 12/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2016
Series 24 - General Securities Principal Examination
BC
Issued 08/25/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/01/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2004
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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