Jennifer S. Rossettini

HOOK FINANCIAL SERVICES

Virginia Beach, VA 23452

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CRD#: 5278007

Professional summary

Jennifer Scanlon Rossettini, CFP®, who also goes by Jennifer Aubrey Rossettini, Jennifer Aubrey Scanlon, is a registered financial advisor currently at HOOK FINANCIAL SERVICES, LLC located in Virginia Beach, Virginia.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jennifer has worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Aubrey Rossettini | Jennifer Aubrey Scanlon

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Scanlon Rossettini's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

January 27, 2020 - Present

HOOK FINANCIAL SERVICES, LLC

Office #1: 295 Bendix Road Suite 170, Virginia Beach, VA 23452

RIA

CRD#: 133805

Virginia Beach, VA

Past

January 26, 2018 - February 13, 2018

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

VIRGINIA BEACH, VA

Past

December 19, 2017 - February 13, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

VIRGINIA BEACH, VA

Past

March 23, 2017 - December 18, 2017

ALLSTATE FINANCIAL ADVISORS, LLC

RIA

CRD#: 109524

Yorktown, VA

Past

March 23, 2017 - December 18, 2017

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

YORKTOWN, VA

Past

September 15, 2016 - February 6, 2017

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

NORFOLK, VA

Past

May 11, 2012 - February 6, 2017

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

NORFOLK, VA

Past

February 13, 2012 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

NORFOLK, VA

Past

January 17, 2007 - November 11, 2010

BB&T ASSET MANAGEMENT, INC.

RIA

CRD#: 108443

VIRGINIA BEACH, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(1/27/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/2/2012

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/18/2006

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 2/13/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/10/2012

General Securities Representative Examination

Current Firm

HOOK FINANCIAL SERVICES, LLC

HOOK FINANCIAL SERVICES, LLC | OAST & HOOK FINANCIAL SERVICES, LLC

CRD#: 133805 / SEC#:

Virginia

Registered Investment Advisory firm - (3/3/2005 Approved)

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Contact information

Main Address

295 Bendix Road Suite 170, Virginia Beach, VA 23452

Mailing Address

Phone number

(757) 399-7506

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jennifer S. Rossettini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Scanlon Rossettini's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL SERVICES, LLC

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

BB&T ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/2/2012

Series 65

Date: 12/18/2006

SIE

Date: 2/13/2018

Series 7

Date: 5/10/2012

Current Firm

HOOK FINANCIAL SERVICES, LLC

Contact information

Documents

Red Flags

Company Information

HOOK FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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