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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 K Mihoci is a registered investment advisor representative with Planmember Securities Corp., working in the HARTSTOWN, PA office. Janeen Mihoci has been active in the financial services industry since July 4, 1989. The advisor is also registered as a Registered Representative in Florida, Maryland, Ohio, Pennsylvania, and Washington. The advisor is also registered as an Investment Advisor Representative in Pennsylvania. The advisor has a total of 5 state and 1 federal registrations. Janeen Mihoci is licensed to provide investment advice for individuals and businesses.
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.
Provides investment supervisory services
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
PA
06/13/2020 - Present
Planmember Securities Corp. (HARTSTOWN PA)
IA
Issued 06/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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