Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Kariuki is a financial advisor with Schwab Wealth Advisory, Inc., located in Lone Tree, Colorado. Janet has been in the financial industry since 2022. Janet is licensed to provide financial advice in 51 states. Janet is also licensed to provide investment advice in Colorado and Texas. Janet is a Series 7, 63, and 66 licensed professional. Janet is a financial professional who is committed to helping her clients achieve their financial goals.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
12/26/2023 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
BOTH
Issued 05/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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