Unclaimed
Janet Sausen Foley is a financial advisor with LPL Financial LLC. She has been in the industry since 1986. Janet is licensed in California, Iowa, Nevada, and Oregon. Janet is a registered representative with FINRA and is a member of LPL Financial LLC. Janet specializes in providing financial advice and services to individuals and businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/14/2010 - Present
LPL Financial LLC (OXNARD CA)
CA
01/31/1997 - 11/06/2000
CAL FED INVESTMENTS (SACRAMENTO CA)
WI
03/15/1989 - 01/31/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
03/11/1994 - 04/04/1994
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NY
08/19/1986 - 02/08/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 07/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1988
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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