Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Jankauskas is a financial advisor at Janney Montgomery Scott LLC. Alexis is a registered representative in Connecticut and Texas. Alexis has been in the industry since August 2019. Alexis has passed the Series 7TO and SIE exams. Alexis is a registered representative in 40 states. Alexis has a Series 66 license. Alexis has a background in the restaurant industry. Alexis specializes in working with corporations, high net worth individuals, insurance companies, charitable organizations, and individuals. Alexis also offers financial planning, pension consulting, and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
CT
03/20/2023 - Present
Janney Montgomery Scott LLC (WEST HARTFORD CT)
BOTH
Issued 02/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2019
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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