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Janenne Marie Lackey

Cetera Investment Advisers LLC

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About Janenne Marie Lackey

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.

Firm Information

Janenne Lackey is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

19420 N 59TH AVE BLDG C STE 261

GLENDALE, AZ 85308

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Janenne Lackey’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Janenne Marie Lackey. Review regulatory record here.
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