Unclaimed
Janette Leonora Bingham Davis is a financial advisor with over 10 years of experience in the industry. Janette is currently registered with Cetera Investment Advisers LLC and is also registered with the state of Florida as an Investment Advisor Representative. Janette was previously registered with HD VEST INVESTMENT SERVICES. Janette is a Certified Public Accountant and offers a variety of financial services including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. Janette's clients include individuals, corporations, and charitable organizations.
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
FL
02/22/2019 - Present
Cetera Investment Advisers LLC (PEMBROKE PINES FL)
FL
02/17/2015 - 03/01/2019
HD VEST INVESTMENT SERVICES (Pembroke Pines FL)
IA
Issued 3/31/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Janette Bingham davis is the right advisor for you? Invested Better is here to help.