Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Lee Brandt is a Registered Representative and Investment Advisor Representative with over 24 years of experience in the financial services industry. Janice is a Principal at Osaic Wealth, Inc. and has held previous roles at Securities America, Inc. and Sunset Financial Services, Inc. Janice has a strong track record of success in providing financial planning, investment management, and advisory services to individuals, businesses, and institutions. Janice is committed to providing her clients with personalized attention and tailored solutions to meet 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.
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2
MO
06/14/2024 - Present
Osaic Wealth, Inc. (Kansas City MO)
MO
11/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (Kansas City MO)
IA
Issued 10/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/9/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 14 - Compliance Officer Examination
BC
Issued 6/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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