Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Wilson is a financial advisor with Commonwealth Financial Network, a firm that provides investment advisory and financial planning services. Janet has over 30 years of experience in the financial services industry, specializing in helping individuals and families achieve their financial goals. Janet holds a Series 7, Series 24, Series 63, Series 65, and Series 72 securities licenses and is also a Certified Financial Planner. Janet is committed to providing her clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
09/05/2023 - Present
Commonwealth Financial Network (Parker CO)
CO
02/27/2009 - 09/11/2023
FSC SECURITIES CORPORATION (PARKER CO)
CO
01/31/1996 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (PARKER CO)
GA
08/31/1994 - 11/28/1995
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
02/26/1991 - 11/19/1992
UVEST BROKERAGE SERVICES
NC
08/04/1988 - 01/23/1991
PLANNED MANAGEMENT COMPANY (CHARLOTTE NC)
NA
05/18/1987 - 08/24/1987
PRUDENTIAL-BACHE SECURITIES INC.
NA
06/19/1985 - 08/12/1985
THE STUART-JAMES COMPANY, INC.
IA
Issued 01/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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