Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Dianne Leleux is a financial advisor with LPL Financial LLC. Janet is a registered representative in Louisiana and Texas. Janet has been working in the financial services industry since 1998 and has experience with Cetera Investment Services LLC, Compass Brokerage, Inc., WM Financial Services, Inc., Local Securities Corporation, and Morgan Stanley DW Inc. Janet has a Series 63, Series 65, Series 7, Series 31, and SIE licenses. Janet works with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Janet provides a variety of financial services including financial planning, portfolio management, and educational seminars. Janet also works with clients on consulting and other non-discretionary advisory services.
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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LA
03/12/2024 - Present
LPL Financial LLC (SULPHUR LA)
LA
01/14/2008 - 03/11/2024
CETERA INVESTMENT SERVICES LLC (SULPHUR LA)
TX
11/02/2004 - 01/02/2008
COMPASS BROKERAGE, INC. (HOUSTON TX)
CA
10/20/2003 - 09/24/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
OK
09/10/2001 - 10/22/2003
LOCAL SECURITIES CORPORATION (OKLAHOMA CITY OK)
NY
03/13/1998 - 09/28/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 04/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 03/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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