Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janette? Claim Your ProfileJanette Jolly is an investment advisor representative with Good Life Advisors, LLC. Janette Jolly has been working in the financial services industry for over 12 years. Prior to joining Good Life Advisors, LLC, Janette Jolly was employed by LPL Financial LLC and Waddell & Reed, Inc.. Janette Jolly specializes in providing financial planning services for individuals, families, and businesses. Janette Jolly also holds a Series 6 and Series 63 license and has completed the SIE and Series 6TO exams. Janette Jolly is dedicated to helping her clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Planning subscription fee
1
2
PA
11/25/2020 - Present
Good Life Advisors, LLC (READING PA)
SC
04/04/2018 - 11/04/2020
LPL FINANCIAL LLC (GREENVILLE SC)
NC
03/25/2016 - 04/07/2017
WADDELL & REED (HICKORY NC)
SC
01/13/2014 - 04/04/2014
WADDELL & REED (COLUMBIA SC)
SC
07/09/2009 - 12/31/2012
WADDELL & REED, INC. (COLUMBIA SC)
IA
Issued 12/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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