Unclaimed
Janet Lynn Hill is a financial advisor with over 23 years of experience in the financial services industry. Janet is registered with Orion Portfolio Solutions, LLC and has a Series 7, Series 63, Series 66, Series 24, and Series 4 licenses. She also holds the Securities Industry Essentials (SIE) certification. Janet has experience working with a range of clients, including individuals, businesses, corporations, trusts, and charitable organizations. Janet specializes in portfolio management and financial planning services. She is committed to providing clients with personalized investment solutions that meet their unique 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.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio management for educational savings & able plans
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.
1
2
NE
06/05/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NE
06/25/2012 - 05/15/2023
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
03/29/2000 - 03/15/2006
AMERITRADE, INC. (OMAHA NE)
NE
04/03/1998 - 12/31/2001
AMERITRADE (BELLEVUE NE)
NE
08/09/1994 - 03/06/1998
ACCUTRADE INC. (BELLEVUE NE)
BOTH
Issued 02/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2013
Series 4 - Registered Options Principal Examination
BC
Issued 09/25/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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