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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannette? Claim Your ProfileJeannette Bajalia is an Investment Advisor Representative with Prosperity Capital Advisors, based in Jacksonville, Florida. Jeannette is a licensed insurance agent and is the Executive Director of The O'Neill Family Charitable Foundation. She is also the founder and president of Woman's Worth LLC, a company that focuses on the holistic wealth management process. Jeannette is passionate about helping individuals and families reach their financial goals. Jeannette has been in the financial services industry for over a decade. She is a registered Investment Advisor Representative in California, Florida and Texas.
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.
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FL
10/27/2023 - Present
Prosperity Capital Advisors (Jacksonville FL)
IA
Issued 08/18/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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