Unclaimed
David Janus is a financial advisor registered with Wells Fargo Clearing Services, LLC. David has been in the industry since July 2012, and his specializations include investments, insurance, annuities, mutual funds and retirement planning. David is also a Certified Financial Planner. David has been registered with several firms throughout their career, including CETERA ADVISOR NETWORKS LLC and LPL FINANCIAL LLC. Currently, David is registered in Illinois and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
08/16/2021 - Present
Wells Fargo Clearing Services, LLC (QUINCY IL)
IL
01/17/2017 - 04/17/2019
CETERA ADVISOR NETWORKS LLC (QUINCY IL)
IL
04/01/2014 - 01/19/2017
LPL FINANCIAL LLC (QUINCY IL)
MO
07/13/2012 - 04/07/2014
SCOTTRADE, INC. (ST. LOUIS MO)
BOTH
Issued 04/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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