Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Lake is a financial advisor with over 6 years of experience in the industry. Janet is registered with State Farm Investment Management Corp. in New York. Janet has experience in both the insurance and financial services industry. Janet is able to provide investment advice for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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NY
05/05/2022 - Present
State Farm Investment Management Corp. (Fulton NY)
NY
10/28/2019 - 12/22/2021
VALIC FINANCIAL ADVISORS, INC. (LATHAM NY)
NY
04/17/2017 - 10/07/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Fulton NY)
NY
03/25/2016 - 03/13/2017
CUSO FINANCIAL SERVICES, L.P. (Syracuse NY)
IA
Issued 06/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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