Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Steinke is an investment advisor representative with Waverly Advisors, LLC. Janet has been in the financial industry since 1991 and has a broad range of experience, including working with individual investors, high-net-worth individuals, businesses, and retirement plans. Janet is a Certified Financial Planner and has a Series 6, 7, and 65. Janet is also an investment advisor representative with Buckingham Financial Group, Inc., and Buckingham Capital Management, Inc.
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.
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
AL
11/08/2024 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
OH
04/21/2009 - 11/08/2012
CAPITAL INVESTMENT GROUP, INC. (LEBANON OH)
OH
04/19/2002 - 04/23/2009
NRP FINANCIAL, INC. (LEBANON OH)
GA
01/01/1996 - 04/23/2002
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
03/03/1994 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
MN
09/23/1992 - 09/27/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/23/1992 - 09/27/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
08/20/1991 - 02/05/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/20/1991 - 02/05/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 09/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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