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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janeen? Claim Your ProfileJaneen Dulcinea Ingram is a financial advisor with over 20 years of experience in the financial services industry. Janeen currently works at Calton & Associates, Inc., where she provides financial planning and portfolio management services to individuals and businesses. Janeen has held previous positions at Ameritas Investment Corp., Prudential Annuities Distributors, Inc, Principal Funds Distributor, Inc., A. G. Edwards & Sons, Inc., Morgan Stanley DW Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Janeen holds Series 7, Series 31, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials Examination (SIE). Janeen is registered to conduct business in 12 states, including Arizona, California, Colorado, Florida, Idaho, Michigan, Nevada, Oregon, Texas, and Washington.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
03/31/2022 - Present
Calton & Associates, Inc. (Folsom CA)
CA
02/25/2009 - 05/30/2018
AMERITAS INVESTMENT CORP. (Roseville CA)
CT
02/15/2008 - 12/22/2008
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
CA
06/29/2005 - 02/04/2008
PRINCIPAL FUNDS DISTRIBUTOR, INC. (EL DORADO HILLS CA)
MO
05/17/2004 - 06/13/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
03/09/2000 - 12/09/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
05/11/1999 - 03/14/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/11/1999 - 03/14/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 05/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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