Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Elizabeth Mabry has been in the financial industry for over 20 years, working with individuals and institutions of all sizes. Janet currently works at Steward Partners Investment Advisory, LLC where Janet provides financial consulting, financial planning, pension consulting and selection of other advisors services. Previously, Janet worked at Raymond James Financial Services, Inc. and RBC Capital Markets, LLC. Janet is licensed to offer securities advice in 47 states including Louisiana, Colorado, and Texas where Janet is also registered as an Investment Advisor Representative.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
02/25/2021 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
CO
02/25/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Ft. Collins CO)
CO
09/29/2010 - 03/09/2021
RBC CAPITAL MARKETS, LLC (FORT COLLINS CO)
WI
01/30/1997 - 04/23/1998
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
MN
12/22/1987 - 01/03/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 10/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/4/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 9/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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