Jose AlanisCRD Number: 5019215
Current Firm: Waddell & Reed
Jose Alanis (CRD# 5019215) is an Investment Advisor Representative working at Waddell & Reed in El Paso, TX and has over 15 years of experience in the finance industry.
Securities America Advisors, Inc.
Kestra Advisory Services, LLC
|Rental Property||El Paso, TX||Aug 2019 - Current||1|
|Alanis & Associates, LLC||El Paso, TX||Jun 2014 - Current||6|
|Various Insurance Carriers For W & R Insurance Agencies||El Paso, TX||Dec 2005 - Current||15|
|Waddell & Reed, Inc.||El Paso, TX||Aug 2005 - Current||15|
|Stanton Franklin, LLC||El Paso, TX||Jun 2014 - Jun 2014||< 1|
|Fabens Masonic Lodge||El Paso, TX||Jul 2012 - Jun 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2005|
|S65||NASAA Investment Advisors Law Examination||Mar 2006|
Total Assets Under Management33,245MILLIONS
Total Number of Accounts187,019ACCOUNTS
Average Account Value$177,760
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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