Unclaimed
Janet McGhee is a registered representative and investment advisor representative with Equitable Advisors, LLC, a financial services firm. Janet has been in the industry since 1994 and holds a Series 7, Series 63, Series 66 and SIE licenses. Janet also holds a FINRA registration and is registered to offer securities and investment advisory services in multiple states. In addition to her work with Equitable Advisors, LLC, Janet is also a co-trustee for her mother's trust.
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
WA
10/27/2023 - Present
Equitable Advisors, LLC (BELLEVUE WA)
NJ
11/05/1997 - 08/11/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
03/14/1997 - 12/02/1997
FURMAN SELZ LLC (NEW YORK NY)
CO
01/02/1996 - 12/24/1996
NEIDIGER, TUCKER, BRUNER, INC. (HIGHLANDS RANCH CO)
CO
09/30/1994 - 02/06/1996
COHIG & ASSOCIATES, INC. (ENGLEWOOD CO)
BOTH
Issued 09/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/17/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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