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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Lynn Munce is an active financial advisor registered with LPL Financial LLC. Janet Lynn Munce is a financial advisor with over 28 years of experience in the financial industry. Janet Lynn Munce specializes in providing financial advice to individuals, families, and businesses. Janet Lynn Munce holds a Series 7, 6, 63, 65, and SIE licenses and is a Certified Financial Planner. Janet Lynn Munce has been registered with LPL Financial LLC since 2021. Previously, Janet Lynn Munce worked with LINCOLN FINANCIAL ADVISORS CORPORATION and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.
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
FL
07/11/2023 - Present
LPL Financial LLC (BOYNTON BEACH FL)
FL
06/07/1995 - 02/23/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (BOCA RATON FL)
IN
06/07/1995 - 04/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
01/04/1995 - 06/07/1995
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
AZ
06/18/1989 - 08/03/1990
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
12/14/1988 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
BC
Issued 12/23/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/11/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/15/1991
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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