Unclaimed
Janey Kegley is a financial professional with over 20 years of experience in the industry. Janey currently works as a Registered Representative with Osaic Wealth, Inc. Previously, Janey has worked with other firms such as SagePoint Financial, Inc., Northern Lights Distributors, LLC, and Ceros Financial Services, Inc. Janey holds a Series 7, 63, and 66 license.
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
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
01/12/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NE
04/19/2022 - 06/30/2022
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
MD
01/16/2020 - 03/18/2022
CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)
OH
03/31/2010 - 03/01/2013
PROEQUITIES, INC. (CINCINNATI OH)
KY
01/14/2009 - 02/09/2010
CHASE INVESTMENT SERVICES CORP. (CRESCENT SPRINGS KY)
KY
06/25/2008 - 01/02/2009
NATCITY INVESTMENTS, INC. (FLORENCE KY)
KY
11/16/2004 - 01/18/2008
NATCITY INVESTMENTS, INC. (ASHLAND KY)
OH
02/28/2003 - 11/12/2004
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MN
10/17/2002 - 01/21/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/17/2002 - 01/21/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 2/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Janey Kegley is the right advisor for you? Invested Better is here to help.
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.