Unclaimed
Janice K. Lasley is a financial advisor who has been in the industry since 2003. Janice is currently registered with Advisor Resource Council and has been with the firm since 2012. Janice has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC. and EDWARD JONES. Janice's professional designations include Series 7 and Series 66. Janice is also licensed to practice in Arizona, Colorado, Louisiana, Maryland, Nevada and Texas.
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.
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.
1
2
TX
09/19/2012 - Present
Advisor Resource Council (Fort Worth TX)
TX
10/23/2009 - 09/10/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
01/18/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. WORTH TX)
TX
09/08/2005 - 01/24/2008
EDWARD JONES (NORTH RICHLAND HILLS TX)
NY
03/17/2003 - 09/10/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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