Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Lee Button is a financial professional with over 30 years of experience in the industry. Janet is currently registered with D.a. Davidson & Co. in California and Texas, and is licensed to provide investment advisory services to individuals, businesses, and institutions. Janet has experience in a variety of financial services, including financial planning, portfolio management, and educational seminars. Janet is committed to providing her clients with personalized financial advice and guidance, helping them to achieve their financial goals.
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
CA
02/26/2019 - Present
D.a. Davidson & Co. (Claremont CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (WEST COVINA CA)
CA
02/11/2005 - 11/04/2013
CROWELL, WEEDON & CO. (WEST COVINA CA)
NY
05/22/2000 - 02/17/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CA
03/19/1992 - 09/12/2001
CROWELL, WEEDON & CO. (LOS ANGELES CA)
AZ
11/15/1991 - 12/20/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
08/15/1989 - 10/17/1991
GREAT AMERICAN SECURITIES INC.
NY
04/05/1988 - 11/30/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/02/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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