Unclaimed
Janet Lynn Mooney is a financial advisor who has been in the industry since 2014. Currently, Janet is registered with Lincoln Financial Distributors, Inc. and has previously worked with LINCOLn FINANCIAL ADVISORS CORPORATION and EDWARD JONES. Janet holds the Series 6, 7, 63, and 66 licenses and the SIE exam certification. Janet is registered to provide investment advice in Arizona, California, Kansas, Missouri, Oklahoma, and Texas.
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.
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.
1
2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
TX
06/14/2016 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (Prosper TX)
TX
04/27/2015 - 05/18/2016
EDWARD JONES (FRISCO TX)
NJ
03/12/2014 - 03/24/2015
ADP BROKER-DEALER, INC. (ROSELAND NJ)
BOTH
Issued 06/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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