JR
CFP
JR
CFP

Jennifer Scanlon Rossettini

15 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
Compensation
Fixed/Hourly
Firm Size
3 advisors
Number of Clients
8 clients
Average Client Portfolio
Not specified

Fee Structure

Financial planning and consulting fees range from $500 to $10,000 as a fixed fee, or $150 to $600 per hour, depending on the service and complexity. All fees are negotiated.

One-Time Plan:$500 - $10,000
Hourly Rate:$150 - $600/hr
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Location

295 Bendix Road Suite 170, Virginia Beach, VA, 23452

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Hook Financial Services, LLC
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
MML Investors Services, LLC
January 2018 - February 2018 · 1 mo
MML Investors Services, LLCBroker
December 2017 - February 2018 · 2 mos
Allstate Financial Advisors, LLC
March 2017 - December 2017 · 9 mos
Allstate Financial Services, LLCBroker
March 2017 - December 2017 · 9 mos
Suntrust Advisory Services, INC.
September 2016 - February 2017 · 5 mos
Suntrust Investment Services, INC.Broker
May 2012 - February 2017 · 4 yrs 9 mos
Suntrust Investment Services, INC.
February 2012 - December 2016 · 4 yrs 10 mos
Bb&t Asset Management, INC.
January 2007 - November 2010 · 3 yrs 10 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.