Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeneen? Claim Your ProfileJeneen Slack is a financial advisor with over 15 years of experience in the industry. Jeneen has worked with Raymond James Financial Services Advisors, Inc. since May 2023. Prior to this, Jeneen worked with Securian Financial Services, Inc., Cetera Advisors LLC, Foothill Securities, Inc., Alamo Capital and Lincoln Financial Advisors Corporation. Jeneen is a Certified Financial Planner™ professional. Jeneen is registered to offer investment advice in Arizona, California, Colorado, Florida, Hawaii, Massachusetts, Nevada, Pennsylvania, Rhode Island, Virginia and Washington.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
05/31/2023 - Present
Raymond James Financial Services Advisors, Inc. (San Ramon CA)
CA
08/05/2016 - 05/31/2023
SECURIAN FINANCIAL SERVICES, INC. (SAN RAMON CA)
CA
11/04/2013 - 08/02/2016
CETERA ADVISORS LLC (CAMPBELL CA)
CA
01/07/2011 - 11/01/2013
FOOTHILL SECURITIES, INC. (CAMPBELL CA)
CA
09/24/2009 - 12/20/2010
ALAMO CAPITAL (WALNUT CREEK CA)
CA
11/16/2007 - 09/23/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN RAMON CA)
BOTH
Issued 12/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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