Jennifer Hamlin (CRD# 3203545) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 24 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Truist Investment Services, Inc. | Charlotte, NC | Nov 2021 - Current | 2 |
Truist Advisory Services, Inc. | Charlotte, NC | Nov 2021 - Current | 2 |
Mml Investors Services, LLC | Charlotte, NC | Sep 2021 - Oct 2021 | < 1 |
Massmutual | Springfield, MA | Aug 2021 - Oct 2021 | < 1 |
Guardian Life Insurance Company | Charlotte, NC | Nov 2019 - Aug 2021 | 1 |
Park Avenue Securities | Charlotte, NC | Nov 2019 - Aug 2021 | 1 |
Unemployed | Charlotte, NC | Jul 2019 - Oct 2019 | < 1 |
Mml Investors Services, LLC | Charlotte, NC | Mar 2017 - Jun 2019 | 2 |
Metlife Securities Inc. | Charlotte, NC | Apr 2016 - Mar 2017 | < 1 |
Lincoln Financial Securities | Charlotte, NC | Jun 2014 - Mar 2016 | 1 |
Nrs | San Diego, CA | Oct 2012 - May 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1999 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- NC
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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