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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Feagin Del toro has been an active financial advisor since July 2000 and has been with Cambridge Investment Research Advisors, Inc. since June 2009. Janice has experience working with individuals, high-net-worth individuals, pension plans, and charitable organizations, providing them with financial planning and investment management services. Janice also holds Series 6, 7, 24, 63, and 65 licenses, as well as the SIE exam. She is a Certified Financial Planner™ professional. In addition to working with Cambridge Investment Research Advisors, Inc., Janice also manages Family Wealth Advisors, Inc. and has other business activities, including teaching a course on retirement income planning at the University of North Florida.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
10/21/2022 - Present
Cambridge Investment Research Advisors, Inc. (Jacksonville FL)
TX
07/10/2000 - 06/24/2009
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
07/10/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 12/08/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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