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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenee? Claim Your ProfileJenee Lynette Allen is a financial advisor who has been in the industry since 1998. Jenee currently works for Wells Fargo Clearing Services, LLC as a registered representative. Jenee has previously worked for Ultimus Fund Distributors, LLC and Fidelity Brokerage Services LLC. Jenee is licensed to sell securities in Arkansas, Massachusetts, Ohio, and Utah. Jenee is also registered as an investment advisor representative in Ohio. Jenee has a wide range of experience and specializes in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Investment consulting services to institutional clients
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.
1
2
OH
01/30/2023 - Present
Wells Fargo Clearing Services, LLC (CINCINNATI OH)
OH
08/12/2004 - 11/22/2022
ULTIMUS FUND DISTRIBUTORS, LLC (CINCINNATI OH)
RI
12/23/1997 - 08/19/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 01/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/25/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/14/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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