Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Bonine is a financial advisor who has been in the industry since 1986. Janice has a strong background in the financial services industry with experience at several prominent firms including Smith Barney Inc., Lehman Brothers Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Janice is currently registered with Robert W. Baird & Co. Inc. as a registered representative and investment advisor. Janice is licensed to provide securities and investment advisory services in multiple states. Janice's clients include high-net-worth individuals, corporations, and institutional investors. Janice provides a variety of financial services to her clients, including financial planning, portfolio management, and investment advisory services.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
KS
06/11/2015 - Present
Robert W. Baird & Co. Inc. (Wichita KS)
KS
01/01/2008 - 06/12/2015
WELLS FARGO ADVISORS, LLC (WICHITA KS)
KS
01/30/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WICHITA KS)
NY
07/31/1993 - 01/22/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
03/13/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
02/20/1986 - 11/30/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/28/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1992
Series 3 - National Commodity Futures Examination
BC
Issued 02/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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