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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Acheatel is a financial advisor with The Colony Group, LLC. Janet is a Certified Financial Planner and has been in the financial industry for over 40 years. Janet works with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. She provides a wide range of financial services, including financial planning, investment management, and tax preparation. Janet is dedicated to helping her clients achieve their financial 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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MT
09/04/2024 - Present
THE Colony Group, LLC (Hamilton MT)
CA
05/24/2010 - 11/11/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (CORONADO CA)
ME
04/15/2004 - 06/06/2008
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
CA
01/15/1995 - 10/24/2002
NICHOLAS-APPLEGATE SECURITIES LLC (SAN DIEGO CA)
NA
01/19/1994 - 03/09/1994
GRIFFIN FINANCIAL SERVICES
CA
10/05/1989 - 01/28/1994
LCM FINANCIAL SERVICES, INC. (SACRAMENTO CA)
AZ
09/22/1987 - 10/23/1989
LEXINGTON MANAGEMENT CORPORATION (SCOTTSDALE AZ)
NA
04/24/1980 - 02/06/1987
DEAN WITTER REYNOLDS INC.
BOTH
Issued 10/05/1999
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/27/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1991
Series 4 - Registered Options Principal Examination
BC
Issued 10/17/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/23/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/18/1991
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
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