Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Lynn Sacklow is a financial advisor with Avantax Advisory Services, and Avantax Planning Partners, Inc. Janet has over 25 years of experience in the financial services industry. Janet has a Series 6, Series 7, and Series 66 licenses, as well as the SIE exam. She is registered with the state of Georgia and New Jersey, and has worked with a variety of clients, including high-net-worth individuals, corporations, and pension plans. She provides financial planning, portfolio management, and other financial services to her clients.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
GA
11/08/2024 - Present
Avantax Advisory Services (Canton GA)
NJ
06/26/1998 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (BLOOMFIELD NJ)
BOTH
Issued 10/06/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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