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.

Similar Advisors
Mark Courtemanche, CLU, ChFC, financial advisor Cary NC
Mark Courtemanche, CLU, ChFC
CRD# 2651246
Ae Wealth Management, LLC
Similar Advisors
Leon Abbas, financial advisor Cary NC
Leon E. Abbas
CRD# 1158688
Townsend Asset Management Corp.
Similar Advisors
Scott Abee, financial advisor Cary NC
Scott L. Abee
CRD# 1587979
Raymond James & Associates, Inc.
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
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

Ready to hire a financial advisor? Get competitive proposals from Jannine Allex and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.