Unclaimed
Janet Bone is a financial advisor with Benjamin F. Edwards & Company, Inc.. Janet has been in the financial services industry since 1986. Janet is registered with the state of Illinois, Missouri and several other states. Janet specializes in providing financial planning and investment advice to individuals, corporations, and businesses. Janet holds a Series 7, Series 63, and SIE licenses, and is also a Certified Financial Planner. Janet's previous experience includes positions at Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc. and Dean Witter Reynolds 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.
A percentage of the total value of assets under management is charged.
1
2
MO
05/24/2023 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IL
01/01/2008 - 01/13/2012
WELLS FARGO ADVISORS, LLC (FAIRVIEW HEIGHTS IL)
IL
05/05/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FAIRVIEW HEIGHTS IL)
NA
02/19/1986 - 05/19/1986
DEAN WITTER REYNOLDS INC.
BC
Issued 02/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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