Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Peake is a financial advisor at LPL Financial LLC in Nevada City, California. Janet has been working in the financial services industry since 1985 and has a diverse background with experience at various firms. Janet holds a Series 7, 63, and 24 license, and her qualifications include being a Certified Financial Planner (CFP), an Enrolled Agent (EA), and a Master of Business Administration (MBA).
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/01/2024 - Present
LPL Financial LLC (NEVADA CITY CA)
CA
10/01/2002 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (NEVADA CITY CA)
AZ
03/13/2002 - 10/03/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
08/17/1987 - 03/13/2002
PIM FINANCIAL SERVICES, INC. (SAN MARCOS CA)
NA
11/20/1985 - 08/25/1987
FINANCIAL PLANNERS EQUITY CORPORATION
BC
Issued 01/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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