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 has been with the firm since February 2019. Prior to that, Janette was a financial advisor with HD Vest Investment Services from February 2015 to March 2019. Janette is licensed to provide financial advice in Florida and Georgia. Janette is a Certified Public Accountant (CPA) and has experience in accounting, tax preparation, and financial planning. Janette's other business ventures include Southeast American Financial Group, Southeast American Financial Services, and the Jamaica Use Chamber of Commerce.
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 03/31/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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