Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Serena? Claim Your ProfileSerena Slaughter is a financial advisor with over 3 years of experience in the financial industry. She works for Covenant Partners, LLC, a firm that manages over $944 million in assets. Serena is a Certified Financial Planner and has a Series 66 license, which allows her to provide investment advice. Serena specializes in financial planning, investment management, and retirement planning. She works with a variety of clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.
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.
Personalized portfolio management to meet individual financial objectives.
Fiscal counsel
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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TN
08/18/2023 - Present
Covenant Partners, LLC (NASHVILLE TN)
TN
09/03/2020 - 07/25/2023
ROBERT W. BAIRD & CO. INCORPORATED (NASHVILLE TN)
BOTH
Issued 10/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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