Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Frances Dabate is an Investment Advisor Representative at Osaic Wealth, Inc. Janice has been working in the financial services industry since 1984. Janice has experience in the securities and investment advisory industries. Janice currently holds a Series 7 and 66 license.
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
CT
06/14/2024 - Present
Osaic Wealth, Inc. (SOUTH WINDSOR CT)
CT
07/17/2020 - 05/02/2024
SECURITIES AMERICA, INC. (SOUTH WINDSOR CT)
CT
08/01/2014 - 07/17/2020
INVESTACORP, INC. (SOUTH WINDSOR CT)
CT
05/13/2004 - 08/08/2014
H. BECK, INC. (MANCHESTER CT)
IA
10/31/2001 - 02/27/2004
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CT
05/25/2000 - 10/19/2001
ADVEST, INC. (HARTFORD CT)
CT
05/01/1996 - 05/10/2000
INFINEX INVESTMENTS, INC. (MERIDEN CT)
WI
02/12/1996 - 05/01/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
CT
08/28/1990 - 02/05/1996
ADVEST, INC. (HARTFORD CT)
WA
04/06/1988 - 07/06/1990
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
NA
10/29/1986 - 03/18/1988
KIDDER, PEABODY & CO. INCORPORATED
NA
04/18/1985 - 09/17/1986
COBURN & MEREDITH, INC.
NA
06/20/1984 - 04/05/1985
KIDDER, PEABODY & CO. INCORPORATED
BOTH
Issued 03/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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