Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Price has been in the financial industry since 1994 and is currently registered with Stifel, Nicolaus & Company, Inc. Janet has a variety of experience in the financial services industry, having worked at several firms including Sterne, Agee & Leach, Inc. and UBS Financial Services Inc. Janet provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MS
07/07/2015 - Present
Stifel, Nicolaus & Company, Inc. (COLUMBUS MS)
MS
03/13/2009 - 07/07/2015
STERNE, AGEE & LEACH, INC. (COLUMBUS MS)
MS
09/19/2008 - 03/16/2009
STANFORD GROUP COMPANY (COLUMBUS MS)
MS
09/18/2002 - 09/29/2008
UBS FINANCIAL SERVICES INC. (COLUMBUS MS)
MS
05/08/2002 - 09/24/2002
BANCORPSOUTH INVESTMENT SERVICES, INC. (JACKSON MS)
MS
06/26/2000 - 05/06/2002
TRUSTMARK FINANCIAL SERVICES, INC. (JACKSON MS)
TN
02/25/1997 - 06/27/2000
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
NY
07/24/1992 - 03/14/1995
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 07/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Janet Price is the right advisor for you? Invested Better is here to help.
