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, Roth IRA Conversion.

Schedule an appointment with Jenny Alston at 7574312929 ext 131 or visit our website for more information

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

General Information

Gender:

Female

CRD#:

544061

Insurance License#:

Life, Health, & Annuities

States Licensed in:

VA,CA,NC

licensed for securities in VA,CA,NC
IAR in NC & VA

States Willing to do Business in:

VA,CA,NC, HI

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work Experience:

Financial Services, Accounting, Tax Services, and Business Administration

I work with the following types of clients:

Non-Profit Organizations, Individual Investors, Businesses

Foreign Languages Serviced:

English & Tagalog

Education

Academic Background

MBA-Finance
Bachelor os Science in Business Administration-Accounting

Services

Investment Types:

Alternative Investments, Bonds, Annuities, Insurance, Mutual Funds

Qualifications & Memberships

Certifications, Accreditations & Designations:

MBA

Securities Licenses:

Series 63, Series 6, Series 65

Insurance and Annuity Licenses:

Disability, Variable Life, Variable Annuity, Long Term Care, Life, Health, Annuity

Financial Organization Memberships:

Senior Market Advisor's Advisory Board

Firm Information

Number of Advisors in Office:

10 - 99 employees

I work with clients as part of a team:

Yes

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$100,000

Compensation Methods:

Based on Assets, Flat Fee

Prepared By:

Jenieza Alston, MBA