Unclaimed
Janet L Albritton is a registered investment advisor representative with Truist Advisory Services, Inc. Janet has been in the securities industry since August 22, 2007, and holds a Series 6, Series 63, Series 65, and SIE licenses. Janet is located in Lakeland, FL and is registered to provide investment advisory services in Florida and Georgia.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
01/27/2017 - Present
Truist Advisory Services, Inc. (LAKELAND FL)
IA
Issued 01/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Janet Albritton is the right advisor for you? Invested Better is here to help.