Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Boutin Bunch is an investment advisor representative with Montag & Caldwell, LLC in Atlanta, Georgia. Janet has been a registered investment advisor since December 1990 and has held a Series 6 license since February 2003. Janet also holds a Series 63 license and is a Chartered Financial Analyst (CFA) and Chartered Investment Counselor (CIC). Janet has experience working with individuals, businesses, and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
02/19/2003 - Present
Montag & Caldwell, LLC (ATLANTA GA)
GA
02/14/2003 - 12/31/2006
ASTON FUNDS DISTRIBUTORS, INC. (ATLANTA GA)
BC
Issued 02/27/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/11/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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