Jannine Allex, financial advisor Cary NC

Jannine Allex

CRD Number: 3215428
Current Firm: Charles Schwab & Company, Inc.

Jannine Allex (CRD# 3215428) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cary, NC and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Cary, NC Sep 2023 - Current < 1
Charles Schwab & Company, Inc. Cary, NC Aug 2023 - Current < 1
Td Ameritrade Cary, NC Apr 2018 - Sep 2023 5
Fidelity Brokerage Services LLC Boston, MA Sep 2005 - Mar 2018 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for Jannine P. Allex
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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