Unclaimed
Janet Lee Galusha is a financial advisor with RBC Capital Markets, LLC. Janet has been in the financial services industry since April 8, 1994. She is registered as an investment advisor in Oregon and Texas. Janet has previously worked with Morgan Stanley, RBC Capital Markets, LLC, Primevest Financial Services, Inc., Strand, Atkinson, Williams & York, Inc., Piper Jaffray & Co., U.S. Bancorp Investments, Inc. and U.S. Bancorp Securities. She offers a wide range of financial services, including financial planning, portfolio management, and pension consulting.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
OR
05/19/2019 - Present
RBC Capital Markets, LLC (PORTLAND OR)
OR
11/02/2016 - 11/01/2017
MORGAN STANLEY (PORTLAND OR)
OR
07/28/2006 - 10/27/2016
RBC CAPITAL MARKETS, LLC (PORTLAND OR)
OR
03/24/2006 - 07/11/2006
PRIMEVEST FINANCIAL SERVICES, INC. (PORTLAND OR)
OR
01/18/2005 - 03/07/2006
STRAND, ATKINSON, WILLIAMS & YORK, INC. (PORTLAND OR)
MN
05/01/2002 - 08/24/2004
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MN
09/03/1997 - 05/05/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
10/08/1993 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
IA
Issued 04/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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