Unclaimed
Janet Lee Hokaj is a financial advisor with LPL Financial LLC. Janet has been a financial advisor since 1988 and has a strong track record of working with individuals, families, and businesses to help them achieve their financial goals. Janet is passionate about helping her clients understand their options and make informed decisions about their money. Janet is committed to providing her clients with personalized service and building long-term relationships.
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.
Consulting and other non-discretionary advisory services
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.
1
2
TX
06/02/2014 - Present
LPL Financial LLC (DALLAS TX)
TX
08/06/2013 - 05/09/2014
BBVA SECURITIES INC. (DALLAS TX)
TX
02/20/2013 - 07/03/2013
J.P. MORGAN SECURITIES LLC (PLANO TX)
TX
08/10/2010 - 08/20/2012
RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)
NY
03/02/1998 - 07/01/1998
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
01/14/1993 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NY
01/27/1992 - 11/06/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
11/30/1989 - 03/13/1990
TRI-BRADLEY INVESTMENTS
NA
07/11/1989 - 12/02/1989
THE OXFORD GROUP, INC.
NA
02/17/1989 - 08/29/1989
TRI-BRADLEY INVESTMENTS
NA
05/27/1988 - 02/28/1989
POWER SECURITIES CORPORATION
NA
02/10/1988 - 04/26/1988
CENTRAL DISCOUNT STOCKBROKERS, INC.
NA
01/19/1988 - 02/01/1988
DUNHILL INVESTMENTS LTD.
BOTH
Issued 09/07/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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