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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janenne? Claim Your ProfileJanenne Marie Lackey is a financial professional with over 23 years of experience in the financial services industry. Janenne is currently registered with Cetera Investment Advisers LLC as a Registered Representative. Janenne has worked for several firms throughout her career, including First Financial Equity Corporation, WestAmerica Investment Group, and Merit Capital Associates. Janenne holds several designations including Certified Financial Planner and has passed various securities exams including Series 7, 24, 63, and 66. Janenne is a licensed financial professional in several states and provides financial planning and portfolio management services to individuals and businesses. Janenne also provides financial planning and portfolio management services to a variety of other client types, including charitable organizations, pension and profit-sharing plans, corporations and other businesses, and state or municipal government entities. Janenne also provides other advisory services including pension consulting, educational seminars, selection of other advisors, and portfolio management for 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.
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.
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2
AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (GLENDALE AZ)
AZ
11/09/2001 - 01/03/2008
FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)
AZ
04/24/2001 - 11/09/2001
WESTAMERICA INVESTMENT GROUP (SCOTTSDALE AZ)
CT
05/25/2000 - 04/18/2001
MERIT CAPITAL ASSOCIATES, INC. (WESTPORT CT)
BOTH
Issued 08/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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