Invested Better
Unclaimed

Unclaimed

Unclaimed

Janette Leonora Bingham davis

Cetera Investment Advisers LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Janette? Claim Your Profile

About Janette Leonora Bingham davis

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.

Firm Information

Janette Bingham davis is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a financial services firm headquartered in Schaumburg, Illinois. The firm offers a wide range of financial planning and investment advisory services to individuals, corporations, pension plans, and charitable organizations. Cetera manages over $104 billion in assets for clients. The firm has a large network of licensed financial advisors and investment advisory representatives, serving over 423,000 clients across the country.
Cetera Investment Advisers LLC

1450 AMERICAN LANE

SCHAUMBURG, IL 60173-2096

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Janette Bingham davis’s Registration & Firm History

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)

Not sure if Janette Leonora Bingham davis is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Janette Leonora Bingham davis.
Not sure if Janette Leonora Bingham davis is right for you?