Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janette? Claim Your ProfileJanette Koon is a financial advisor registered with LPL Financial LLC, with over 38 years of experience in the financial services industry. Janette has been a financial advisor since 1983, serving clients in several states, including Indiana, California, Florida, and Texas. Janette holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Janette is also a Certified Financial Planner. Janette's previous experience includes Waddell & Reed, Smith Barney Shearson Inc., and City Securities Corporation.
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
IN
07/21/2021 - Present
LPL Financial LLC (GREENWOOD IN)
IN
12/21/1993 - 07/21/2021
WADDELL & REED (GREENWOOD IN)
NY
10/31/1983 - 09/15/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NA
12/21/1982 - 10/20/1983
CITY SECURITIES CORPORATION
IA
Issued 02/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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