Unclaimed
Janice Cartwright is a financial advisor with over 40 years of experience in the industry. She is currently registered with Clg Llc, a firm based in Long Beach, CA. Previously, Janice Cartwright was registered with Cetera Advisor Networks LLC and FSC Securities Corporation. Janice Cartwright specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. She is also a registered representative in California. Janice Cartwright holds the Series 63, Series 24, Series 7, and Series 1 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.
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.
Recurring fee
1
2
CA
02/16/2017 - Present
CLG LLC (LONG BEACH CA)
CA
07/13/1983 - 11/18/2019
CETERA ADVISOR NETWORKS LLC (LONG BEACH CA)
NA
10/13/1981 - 07/07/1983
FSC SECURITIES CORPORATION
NA
04/12/1978 - 07/12/1981
INDEPENDENT FINANCIAL PLANNERS CORPORATION
NA
09/07/1977 - 10/30/1980
INDEPENDENT SECURITIES CORPORATION
BC
Issued 11/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/1982
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1977
Series 1 - Registered Representative Examination
Active
Inactive
Not sure Janice Cartwright is the right advisor for you? Invested Better is here to help.