Jenieza Alston (CRD# 5440601) is an Investment Advisor Representative working at Lpl Financial LLC in Virginia Beach, VA and has over 16 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Virginia Beach, VA | Jul 2021 - Current | 2 |
Elmer Ramiscal | Virginia Beach, VA | Oct 2019 - Jul 2021 | 1 |
Financial Planning Association | Virginia Beach, VA | Oct 2014 - Jul 2021 | 6 |
Asian And American Business Network | Virginia Beach, VA | Dec 2008 - Jul 2021 | 12 |
Various Insurance Carriers For W&r Insurance Agencies | Virginia Beach, VA | Jan 2008 - Jul 2021 | 13 |
Waddell & Reed, Inc. | Virginia Beach, VA | Oct 2007 - Jul 2021 | 13 |
Allston Alvarez & Associates | Virginia Beach, VA | Apr 2007 - Jul 2021 | 14 |
Ema Graphics | Virginia Beach, VA | Jan 2004 - Jul 2021 | 17 |
Noel Martin | Virginia Beach, VA | Jan 2018 - Oct 2019 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2008 |
S65 | NASAA Investment Advisors Law Examination | May 2008 |
- AL
- AK
- CA
- CO
- CT
- FL
- GA
- KY
- MD
- MI
- NV
- NJ
- NC
- PA
- SC
- TX
- VA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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