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 Lewis is a financial advisor with Ameriprise Financial Services, LLC in Glasgow, KY. Janet has been in the industry since May 2002 and has a strong track record of providing financial advice to individuals, families, and businesses. Janet has passed the Series 6, SIE, and Series 63 exams and has been registered with the state of Kentucky and other states for over 20 years. Janet is committed to helping her clients achieve their financial goals and offers a wide range of financial services, including financial planning, asset allocation, and portfolio management.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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KY
09/11/2018 - Present
Ameriprise Financial Services, LLC (Glasgow KY)
KY
10/10/2016 - 09/11/2018
INVESTMENT PROFESSIONALS, INC. (GLASGOW KY)
KY
05/13/2002 - 10/11/2016
U.S. BANCORP INVESTMENTS, INC. (GLASGOW KY)
BC
Issued 07/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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