Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Lavin is a financial professional with over 30 years of experience in the financial services industry. Janice is currently registered with Next Financial Group, Inc. and is licensed to provide financial advice in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Janice offers a range of financial services to individuals, businesses, and charitable organizations, including financial planning, pension consulting, educational seminars, and portfolio management. Janice has worked for a number of other financial institutions including Saxony Securities, Inc., Abshier Webb Donnelly & Baker, Inc., Thornhill Securities, Inc., Sanders Morris Harris Inc., Harris Webb & Garrison, Inc., PaineWebber Incorporated and Kemper Securities Group, Inc.. Janice is a highly respected member of the financial community and has a strong commitment 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.
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.
Seminar/workshop attendance fees
1
2
TX
06/17/2013 - Present
Next Financial Group, Inc. (HOUSTON TX)
TX
01/06/2012 - 05/15/2012
SAXONY SECURITIES, INC. (HOUSTON TX)
TX
07/26/2006 - 01/26/2012
ABSHIER WEBB DONNELLY & BAKER, INC. (HOUSTON TX)
TX
01/17/2005 - 12/04/2006
THORNHILL SECURITIES, INC. (HOUSTON TX)
TX
02/01/2000 - 01/05/2005
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
TX
02/23/1995 - 02/01/2000
HARRIS WEBB & GARRISON, INC. (HOUSTON TX)
NJ
08/17/1992 - 02/14/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
01/30/1992 - 05/22/1992
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
IA
Issued 07/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2014
Series 4 - Registered Options Principal Examination
BC
Issued 01/17/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/20/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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