Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Lea Anne Perry is a registered representative with Cetera Investment Advisers LLC and is based in TUNKANNOCK, PA. Janice is a financial professional with over 20 years of experience. Janice has held previous positions with LPL FINANCIAL LLC, PRIMEVEST FINANCIAL SERVICES, INC., and INVEST FINANCIAL CORPORATION. Janice has passed the Series 6, 7, 63 and 66 exams. Janice specializes in providing financial planning, pension consulting, and portfolio management services to a variety of clients, including individuals, businesses, and charitable organizations.
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.
1
2
PA
02/11/2014 - Present
Cetera Investment Advisers LLC (TUNKHANNOCK PA)
PA
01/20/2009 - 02/13/2014
LPL FINANCIAL LLC (NANTICOKE PA)
PA
11/30/2004 - 01/26/2009
PRIMEVEST FINANCIAL SERVICES, INC. (NANTICOKE PA)
WI
03/24/2003 - 12/02/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 11/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Janice Perry is the right advisor for you? Invested Better is here to help.
