Jeanine Alasmar, financial advisor Tampa FL

Jeanine Alasmar

CRD Number: 6346452
Current Firm: Fidelity Personal And Workplace Advisors

Jeanine Alasmar (CRD# 6346452) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tampa, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Tampa, FL Jun 2020 - Current 3
Centaurus Financial, Inc. Anaheim, CA Jul 2019 - May 2020 < 1
Fidelity Investments Tampa, FL Oct 2017 - Apr 2019 1
Fidelity Investments Tampa, FL Jan 2017 - Oct 2017 < 1
Fidelity Investments Chicago, IL Apr 2015 - Jan 2017 1
Fidelity Investments Tampa, FL Jun 2014 - Apr 2015 < 1
University Of South Florida Tampa, FL Jun 2010 - Apr 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2016
S63 Uniform Securities State Law Examination Aug 2014
Contact Info for Jeanine Alasmar
Phone Number: 617-563-7000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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