Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Jimenez is a financial advisor with Schwab Wealth Advisory, Inc. located in Phoenix, Arizona. Alan has been in the financial services industry since 2018 and holds licenses in multiple states. Alan specializes in financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
AZ
08/23/2021 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
BOTH
Issued 09/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/19/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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