Unclaimed
David Janis is a registered Investment Advisor Representative with Empower Advisory Group, LLC. David has been in the financial services industry since 2004. David has worked for several prominent financial institutions, including TD Ameritrade, Inc., E*TRADE Securities LLC, and Personal Capital Advisors Corporation. David's current registrations include Investment Advisor Representative in New Jersey.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
04/03/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
NJ
10/24/2019 - 10/14/2020
E*TRADE SECURITIES LLC (MORRISTOWN NJ)
NJ
02/26/2018 - 09/11/2019
TD AMERITRADE, INC. (Bound Brook NJ)
NJ
01/14/2005 - 02/26/2018
SCOTTRADE, INC. (BRIDGEWATER NJ)
MN
07/15/2004 - 10/13/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/15/2004 - 10/13/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David Janis is the right advisor for you? Invested Better is here to help.