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 Mlynar is a financial advisor with over 40 years of experience in the industry. Janet is registered with LPL Financial LLC and Benefits Plus, LLC. Janet offers a variety of services including financial planning, portfolio management, and consulting. Janet holds the Series 6, 7, 22, 24, 63, and 65 licenses and is also a Certified Financial Planner. Janet is committed to providing her clients with personalized financial advice to help them reach their 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.
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
CA
07/06/2010 - Present
LPL Financial LLC (NAPA CA)
CA
06/10/1992 - 09/08/2009
MUTUAL SERVICE CORPORATION (NAPA CA)
GA
03/13/1991 - 06/08/1992
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
10/04/1989 - 03/22/1991
DERAND/PENNINGTON/BASS, INC.
CA
05/02/1988 - 10/09/1989
FTFS (PETALUMA CA)
NA
02/26/1988 - 06/07/1988
U.S. ADVISORS, INC.
NA
12/24/1987 - 03/15/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
12/10/1982 - 12/24/1987
FINANCIAL PLANNERS EQUITY CORPORATION
NA
12/09/1981 - 03/23/1982
CG EQUITY SALES COMPANY
IA
Issued 03/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1981
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/01/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Janet Mlynar is the right advisor for you? Invested Better is here to help.
