Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Lynn Derrick is a financial advisor with over 30 years of experience in the financial services industry. Janet is currently registered with Portfolio Medics, LLC. She has previously held positions with VOYA FINANCIAL ADVISORS, INC., LPL FINANCIAL LLC, and Mutual Service Corporation. Janet is a Series 65, 66, and 63 license holder and holds a Series 24 license. She is an expert in fixed insurance products, insurance, and securities sales. Janet's expertise spans various financial services areas, including financial planning, pension consulting, and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
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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2
IL
02/16/2023 - Present
Portfolio Medics, LLC (Chicago IL)
IL
05/23/2013 - 08/22/2017
VOYA FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
09/08/2009 - 05/31/2013
LPL FINANCIAL LLC (CHICAGO IL)
IL
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (CHICAGO IL)
CA
04/02/1996 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
MO
04/14/1994 - 01/18/1996
FFP SECURITIES, INC. (CHESTERFIELD MO)
IL
08/03/1992 - 04/19/1994
UNITED CAPITAL GROUP, INC. (BATAVIA IL)
IL
08/21/1989 - 01/04/1991
BIRKELBACH INVESTMENT SECURITIES, INC. (CHICAGO IL)
NA
04/03/1989 - 07/06/1989
REPUBLIC SECURITIES, INC.
NA
09/23/1988 - 03/08/1989
R A F FINANCIAL CORPORATION
NA
06/01/1988 - 08/03/1988
POWER SECURITIES CORPORATION
NA
01/18/1988 - 06/08/1988
ALLIED CAPITAL GROUP, INC.
NA
08/20/1985 - 12/31/1987
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
IA
Issued 03/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/1994
Series 24 - General Securities Principal Examination
BC
Issued 08/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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