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 Porter is an active investment advisor representative for Osaic Institutions, Inc. with over 30 years in the industry, Janet has a wide range of experience and expertise in the financial services industry. Janet has worked for several firms, including HARVEST CAPITAL LLC, UNITED SECURITIES ALLIANCE, INC., SENTRA SECURITIES CORPORATION, and PFS INVESTMENTS INC. Janet holds multiple licenses and certifications including Series 6, Series 26, and Series 63. Janet's specialties include providing portfolio management for individuals and financial planning.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
MA
11/20/2013 - Present
Osaic Institutions, Inc. (WESTFIELD MA)
MA
01/02/1998 - 11/20/2013
HARVEST CAPITAL LLC (WESTFIELD MA)
CO
03/31/1995 - 12/31/1997
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
AZ
09/14/1993 - 03/31/1995
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
GA
10/13/1992 - 08/17/1993
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 06/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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