Unclaimed
Janey Lynn Kegley is a financial advisor with Osaic Wealth, Inc., located in Scottsdale, Arizona. Janey has been in the financial services industry since 2004 and has a strong background in providing financial advice to a variety of clients, including individuals, families, businesses, and retirement plans. Janey is committed to providing her clients with personalized financial advice and strategies that are tailored to their specific needs and 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.
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 02/10/2020
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
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