Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Leann Barr is a financial advisor with over 28 years of experience in the industry. Janet currently works with Wealthcare Advisory Partners LLC and provides investment advisory services through the firm. Janet holds a variety of licenses and designations including Series 7, Series 63, and Series 24. Janet is also a Chartered Financial Consultant. Janet specializes in working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses. Janet is registered to provide investment advice in the following states: Arizona, California, Georgia, Massachusetts, Michigan, Montana, North Carolina, Oregon, Pennsylvania, Texas, Virginia, and Washington.
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.
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.
1
2
CA
05/16/2019 - Present
Wealthcare Advisory Partners LLC (Santa Barbara CA)
CA
04/12/1994 - 01/10/2006
AMERIPRISE FINANCIAL SERVICES, INC. (SANTA BARBARA CA)
MN
04/12/1994 - 01/10/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Janet Barr is the right advisor for you? Invested Better is here to help.
