Unclaimed
Janae Camacho Sowards is a financial advisor registered with Commonwealth Financial Network. Janae has been in the financial industry since May 2017, and holds a Series 7, Series 66, and SIE license. Janae is registered with the states of California, Texas, Florida, Idaho, Indiana, New Mexico, Oregon, Utah, and Washington. Janae is a licensed insurance agent in California and Texas. Commonwealth Financial Network is headquartered in Waltham, Massachusetts and has over 2,950 registered representatives across the United States. Janae provides a variety of financial planning and advisory services to individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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2
CA
03/30/2023 - Present
Commonwealth Financial Network (Campbell CA)
BOTH
Issued 05/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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