| Advisor Profile |
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| Name: |
Jenieza Alston, MBA |
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Business Description |
Advanced Financial Planning, Tax strategies and Preserving Assets, Wealth Transfer, Retirement planning, IRA Distribution, IRA Rollover, 401k, Tax Strategies, Annuities for lifetime income, Life insurance strategies, etc.
We also serve Hampton Roads companies who are providing retirement benefits for their employees, such as 401k, Simple IRA, 403(b), Group Disability Insurance, Long-term Care, Life Insurance
Products and Services:
Fee-based Financial Planning, Fee-based Asset Management option,Employee and Executive benefits,Retirement Planning, Tax Planning, Insurance (Life, Disability, Long-term Care,Education Funding, Investment Planning, Estate Planning, and Goal funding |
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General Information |
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| Insurance License#: |
Life, Health, & Annuities
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| States Licensed in: |
VA,CA,NC
licensed for securities in VA,CA,NC
IAR in NC & VA
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| States Willing to do Business in: |
VA,CA,NC
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| Years of Experience in Financial Services: |
3
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| Number of Years with Current Firm: |
2
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| Work Experience: |
Financial Services, Accounting, Tax Services, and Business Administration
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| I work with the following types of clients: |
Non-Profit Organizations, Individual Investors, Businesses
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| Foreign Languages Serviced: |
English & Tagalog
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Education |
| Academic Background |
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MBA-Finance
Bachelor os Science in Business Administration-Accounting |
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| Investment Types: |
Alternative Investments, Bonds, Annuities, Insurance, Mutual Funds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
MBA
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| Securities Licenses: |
Series 63, Series 6, Series 65
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| Insurance and Annuity Licenses: |
Disability, Variable Life, Variable Annuity, Long Term Care, Life, Health, Annuity
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| Financial Organization Memberships: |
Senior Market Advisor's Advisory Board
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Compensation Methods: |
Based on Assets, Flat Fee
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| Prepared By: |
Jenieza Alston, MBA |
Frequently Asked Questions |
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