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 is an investment advisor representative at Steward Partners Investment Advisory, LLC with over 20 years of experience in the industry. Janet is a registered investment advisor in several states, including Colorado, Louisiana, and Texas. Janet has a strong background in financial planning and portfolio management. Janet has been a Registered Representative for 20 years and has been a Registered Investment Advisor for 13 years. Janet has a comprehensive understanding of the financial markets and is committed to providing her clients with personalized financial advice. Janet offers a range of services, including financial planning, portfolio management, and retirement planning. Janet is dedicated to helping her clients achieve their financial goals. Prior to joining Steward Partners, Janet was a Financial Advisor at RBC Capital Markets, LLC, where she worked for over ten years.
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 12/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 09/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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