Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ikejuan? Claim Your ProfileIkejuan Alston is a registered investment advisor representative with Charles Schwab & CO., Inc. Ikejuan has been in the financial services industry for nine years. Ikejuan holds the Series 7, Series 63, and Series 66 licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Ikejuan is also a registered investment advisor representative in 53 states and the District of Columbia. Ikejuan is an active member of the financial services industry and has experience working with a variety of clients, including individuals, families, and businesses. Ikejuan is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals. Prior to joining Charles Schwab, Ikejuan worked for TD AMERITRADE, INC. and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Ikejuan is a published author of a fiction novel titled The Dunn Wright Group: An American Entrepreneur Story. Ikejuan also writes non-fiction books that discuss entrepreneurship and personal growth and development.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
06/07/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
01/01/2021 - 08/15/2023
TD AMERITRADE, INC. (Westlake TX)
TX
12/10/2010 - 05/02/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
03/05/2009 - 04/14/2010
EDWARD JONES (CORINTH TX)
BOTH
Issued 06/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2020
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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