Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Montgomery is a financial professional with over 20 years of experience in the industry. Janet is currently registered with Cetera Investment Advisers LLC and holds Series 66, Series 7, SIE, and Series 99TO licenses. Janet is also a Certified Financial Planner. Previously, Janet was a registered representative with First Allied Securities, Inc. and FFP Securities, Inc. Janet has a strong track record of providing financial advice and investment management services to individuals and families. She has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Janet is dedicated to providing personalized service and building long-term relationships with her clients.
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.
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
TX
11/12/2020 - Present
Cetera Investment Advisers LLC (KATY TX)
TX
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (BROOKSHIRE TX)
GA
11/06/2003 - 05/30/2008
FFP SECURITIES, INC. (CONYERS GA)
BOTH
Issued 12/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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