Unclaimed
Janet Martinusen is an investment advisor representative with Ameriprise Financial Services, LLC. Janet has been in the financial services industry since 1987, and has experience working with individuals, trusts/estates, insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Janet is licensed in 22 states and is registered with the Securities and Exchange Commission (SEC) as a registered investment advisor. Janet also holds Series 7 and Series 66 licenses. Janet is a strong advocate for her clients, and works closely with them to develop personalized financial plans that meet their individual needs.
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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2
CA
01/29/2022 - Present
Ameriprise Financial Services, LLC (Visalia CA)
MN
10/14/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/22/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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