Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Zane is a registered representative and investment advisor representative with Pinnacle Investments, LLC. Janet has been in the financial services industry since March 2010. She holds a Series 7, Series 66, and SIE license and is registered with FINRA. Janet is registered to provide investment advice in Florida, Georgia, Maryland, New York, North Carolina, Pennsylvania, South Carolina, and Virginia. Janet is also registered with the state of California. Janet Zane previously worked with Morgan Stanley Smith Barney in Syracuse, New York.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Educational workshops
1
2
NY
11/10/2022 - Present
Pinnacle Investments, LLC (Auburn NY)
NY
03/09/2010 - 08/24/2011
MORGAN STANLEY SMITH BARNEY (SYRACUSE NY)
BOTH
Issued 04/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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