Unclaimed
Janenne Lackey is a financial advisor with over 20 years of experience in the financial services industry. Janenne is a Certified Financial Planner® and holds the Series 63, 66, 7 and 24 licenses. She is currently registered with Cetera Investment Advisers LLC, which is a firm with a large network of financial advisors serving clients across the country. Prior to Cetera, Janenne was with First Financial Equity Corporation, WestAmerica Investment Group and Merit Capital Associates, Inc. Janenne is dedicated to providing her clients with comprehensive financial advice, including financial planning, investment management and retirement planning.
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 8/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/1/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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