Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Lucinda Josselyn is a registered Investment Advisor Representative with Sageview Advisory Group, LLC. Janet is a highly experienced professional in the financial industry with over 15 years of experience. Janet has held positions with Parkworth Wealth Management, Inc., C-J Advisory, Inc. and Sageview Advisory, Inc. Janet holds the Series 65 license and has a strong track record of success in providing financial advice to individuals, corporations, and institutions.
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.
A percentage of the total value of assets under management is charged.
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CA
11/03/2021 - Present
Sageview Advisory Group, LLC (San Jose CA)
IA
Issued 06/03/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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