Unclaimed
Janet Lynn Schmeski is a financial advisor registered with Raymond James Financial Services Advisors, Inc. based in Mountain Home, AR. Janet has been in the financial industry for over 25 years and is currently active in both the Broker-Dealer and Investment Advisor spaces. She holds Series 6, 7, 24, 26, 63, and 65 licenses, and provides financial planning, investment management, and portfolio management services to individuals, businesses, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AR
10/01/2018 - Present
Raymond James Financial Services Advisors, Inc. (Mountain Home AR)
AR
10/30/2009 - 10/05/2018
WELLS FARGO CLEARING SERVICES, LLC (MOUNTAIN HOME AR)
AR
01/25/2000 - 11/13/2009
INVESTMENT PROFESSIONALS, INC. (MOUNTAIN HOME AR)
MN
02/23/1996 - 02/03/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
TN
10/06/1995 - 02/01/1996
IBAA FINANCIAL SERVICES CORPORATION (MEMPHIS TN)
IA
Issued 03/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 07/10/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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