Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Priest has been working in the financial industry since 1988. Janice is currently registered with Morgan Stanley and has been with the firm since June 2009. Janice is licensed in 42 states and has been registered with the firm in Texas as an investment advisor since 2010. Janice has a series 63, 7, and SIE licenses and is approved to advise a range of clients, including individuals, high-net-worth individuals, pension plans, corporations and other businesses, insurance companies, investment companies, charitable organizations, state or municipal government entities, banking or thrift institutions, and investment clubs.
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.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
KY
10/27/2010 - Present
Morgan Stanley (Louisville KY)
KY
03/05/1996 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LOUISVILLE KY)
NY
07/31/1993 - 08/03/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
03/07/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/24/1986 - 03/07/1988
E. F. HUTTON & COMPANY INC
BC
Issued 04/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
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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