Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janene? Claim Your ProfileJanene Culmo is a financial advisor with Key Investment Services LLC. Janene has been in the financial services industry since 1988 and has a wide range of experience in helping clients achieve their financial goals. Janene is licensed to offer investment advice in 51 states and is also registered as an Investment Advisor Representative. Janene is committed to providing her clients with the highest level of personalized service and expertise.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
05/05/2017 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
05/18/2012 - 09/21/2016
LPL FINANCIAL LLC (LOCKPORT NY)
NY
01/01/2005 - 05/15/2012
HSBC SECURITIES (USA) INC. (ROCHESTER NY)
NY
06/27/1994 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
PA
09/22/1989 - 06/28/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NY
12/14/1988 - 10/09/1989
INTEGRATED RESOURCES INVESTMENT CENTERS, INC. (NEW YORK NY)
NA
02/19/1988 - 02/08/1989
MONY SECURITIES CORP.
IA
Issued 07/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/25/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/03/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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