Unclaimed
Jeanine Alasmar is a financial advisor with Fidelity Personal and Workplace Advisors. Jeanine has been in the financial services industry since 2014. Jeanine is registered with FINRA and has passed the Series 7, Series 63, Series 9 and SIE exams. Jeanine provides financial planning, portfolio management, educational seminars and selection of other advisors services to individuals, corporations and pension and profit-sharing plans. Jeanine previously worked at Centaurus Financial, Inc. and Fidelity Brokerage Services LLC. Jeanine is licensed in 27 states, including Alabama, Arizona, Arkansas, California, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas and Virginia.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
06/29/2020 - Present
Fidelity Personal AND Workplace Advisors (TAMPA FL)
NV
07/16/2019 - 06/03/2020
CENTAURUS FINANCIAL, INC. (LAS VEGAS NV)
FL
07/21/2014 - 04/23/2019
FIDELITY BROKERAGE SERVICES LLC (TAMPA FL)
IA
Issued 02/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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