Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenieza? Claim Your ProfileJenieza Alvarez Alston is a financial advisor with LPL Financial LLC. Jenieza has been in the financial services industry since 2008, and has a strong track record of helping clients reach their financial goals. Jenieza is registered with the state of Virginia and many other states to provide investment advice. Jenieza is also a Registered Representative and Investment Advisor Representative, which means that Jenieza is able to offer a wide range of financial products and services to clients. Jenieza is committed to providing personalized financial advice and guidance, and to building long-lasting relationships with her clients.
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.
Consulting and other non-discretionary advisory services
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.
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VA
07/21/2021 - Present
LPL Financial LLC (CHESAPEAKE VA)
VA
01/09/2008 - 07/21/2021
WADDELL & REED (VIRGINIA BEACH VA)
IA
Issued 05/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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