Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Marie Goulart is a financial advisor with Cambridge Investment Research Advisors, Inc., registered to provide investment advice in Rhode Island. Janet has over 25 years of experience in the financial industry. Janet has been with Cambridge Investment Research Advisors, Inc. since August 2013. Previously, Janet worked at several other firms, including New England Securities, AXA Advisors, LLC, MONY Securities Corporation, and Signator Investors, Inc.
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.
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.
Solicitation fees from 3rd party money managers
1
2
RI
08/30/2013 - Present
Cambridge Investment Research Advisors, Inc. (East Greenwich RI)
MA
07/31/2007 - 09/05/2013
NEW ENGLAND SECURITIES (BOSTON MA)
RI
06/01/2005 - 08/10/2007
AXA ADVISORS, LLC (PROVIDENCE RI)
NY
04/28/2004 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
12/18/2000 - 12/31/2002
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NY
05/24/2000 - 12/10/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
07/14/1995 - 07/17/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
07/14/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 04/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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