Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janelle? Claim Your ProfileJanelle Lind is a financial advisor with over 10 years of experience in the industry. Janelle is a Registered Representative and Investment Advisor Representative, with registrations in 53 states and 5 jurisdictions, and currently works with Cambridge Investment Research Advisors, Inc. Janelle has worked with a variety of clients, including individuals, high-net-worth individuals, and charitable organizations. Janelle is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Solicitation fees from 3rd party money managers
1
2
CO
02/26/2024 - Present
Cambridge Investment Research Advisors, Inc. (Golden CO)
BOTH
Issued 02/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2020
Series 24 - General Securities Principal Examination
BC
Issued 04/16/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Janelle Lind is the right advisor for you? Invested Better is here to help.
