Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Eileen Taylor is a financial professional with over 30 years of experience in the industry. Janice is currently registered with Osaic Wealth, Inc. and has been with the firm since May 2013. Prior to joining Osaic Wealth, Inc., Janice was employed at Equity Services, Inc. Janice holds Series 7 and Series 63 licenses.
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
CA
05/01/2013 - Present
Osaic Wealth, Inc. (WESTLAKE VILLAGE CA)
CA
12/14/2004 - 05/09/2013
EQUITY SERVICES, INC. (AGOURA HILLS CA)
NY
06/07/2002 - 07/21/2004
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
01/28/1999 - 02/11/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
TX
11/01/1996 - 12/15/1998
ADDISON SECURITIES, INC. (DALLAS TX)
TX
03/18/1996 - 06/19/1996
CAPITAL INSTITUTIONAL SERVICES, INC. (DALLAS TX)
OH
01/20/1995 - 06/07/1995
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
NY
07/31/1993 - 01/27/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
06/26/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/20/1985 - 09/06/1988
DEAN WITTER REYNOLDS INC.
BC
Issued 05/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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