Unclaimed
Janet Lynn Ganong is a registered representative with LPL Financial LLC in Cudahy, Wisconsin. Janet has been in the financial services industry since 1994. Janet has passed the Series 6, 7, 63, and 66 exams. Janet previously worked at RBC CAPITAL MARKETS, LLC, STRONG INVESTMENTS, INC., and FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. Janet has a long history of providing financial advice to individuals, families, and businesses. Janet provides a wide range of financial services, including financial planning, retirement planning, college savings planning, and investment 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.
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.
Consulting and other non-discretionary advisory services
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
WI
12/20/2011 - Present
LPL Financial LLC (CUDAHY WI)
WI
04/20/2004 - 12/23/2011
RBC CAPITAL MARKETS, LLC (MILWAUKEE WI)
WI
05/21/2002 - 04/06/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
RI
07/12/1994 - 04/18/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
04/07/1994 - 07/06/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 06/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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