Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Palomba is an investment advisor representative who has been in the securities industry since 1997. She is currently registered with Cetera Investment Advisers LLC in West Islip, NY and has a total of 7 registrations, both as an Investment Advisor Representative (IAR) and a Registered Representative (RR). Janet has previously worked for other firms, including North Ridge Securities Corp. and Nationwide Securities, LLC. In addition to her work at Cetera Investment Advisers LLC, Janet is also a financial services advisor for North Ridge Wealth Planning LLC. Janet is a licensed securities professional with a Series 7, Series 24 and SIE license, and she is also a licensed insurance agent. Janet offers a variety of financial services, including financial planning, investment management, and insurance.
West Islip, NY
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (West Islip NY)
NY
06/01/2010 - 02/01/2019
NORTH RIDGE SECURITIES CORP. (West Islip NY)
NY
08/01/2008 - 06/04/2010
NATIONWIDE SECURITIES, LLC (HAUPPAUGE NY)
NY
12/19/2003 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (HAUPPAUGE NY)
MA
10/17/2000 - 12/11/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
10/20/1999 - 10/05/2000
DIME SECURITIES, INC. (BROOKLYN NY)
OH
05/14/1999 - 10/15/1999
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
05/22/1997 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
BC
Issued 9/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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