Unclaimed
Janet Lynne Ross is a financial advisor with over 30 years of experience in the financial services industry. Janet is a Registered Representative and Investment Advisor Representative with GWN Securities Inc. Janet has held various positions at different firms. Janet is licensed in Florida, Nevada, New York, South Carolina and Colorado. Janet has passed the Series 63, Series 7 and the SIE exams and holds the Certified Financial Planner designation.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
03/31/2021 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
IL
01/02/2002 - 12/31/2004
PMG SECURITIES CORPORATION (ELGIN IL)
NY
05/13/1992 - 12/31/2001
CADARET, GRANT & CO., INC. (SYRACUSE NY)
BC
Issued 06/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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