Unclaimed
Janelle Ray Debacker is an active Investment Advisor Representative. Janelle has been in the industry for over 25 years, passing the Series 6, 7, and 63 exams. Janelle is registered with Avantax Advisory Services. She is registered in Ohio, Florida, Indiana, and Michigan. She has a branch office location in Delta, OH. She also owns and operates a separate business, Hawthorne Financial LLC, that provides financial planning, accounting, bookkeeping and tax preparation services. Janelle’s experience and expertise include financial planning, portfolio management and insurance.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OH
05/19/1999 - Present
Avantax Advisory Services (Delta OH)
BC
Issued 06/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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