Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Anderson is a financial advisor at Cambridge Investment Research Advisors, Inc. in Portland, OR. Janet has been in the industry since 2000, and has held previous roles at SAGEPOINT FINANCIAL, INC. and SUNAMERICA SECURITIES, INC. Janet holds Series 66, Series 7, and SIE licenses. Janet also has experience as an independent insurance agent and a business owner. Cambridge Investment Research Advisors, Inc. is an independent broker-dealer and registered investment advisor. The firm provides financial planning, investment management, and other advisory services to individuals, families, and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OR
05/03/2023 - Present
Cambridge Investment Research Advisors, Inc. (Portland OR)
OR
10/31/2005 - 05/04/2023
SAGEPOINT FINANCIAL, INC. (PORTLAND OR)
AZ
06/06/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
KS
08/10/2000 - 06/10/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 08/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Janet Anderson is the right advisor for you? Invested Better is here to help.
