Unclaimed
Janice Dickinson is an Investment Advisor Representative with U.S. Bancorp Investments, Inc. Janice has been in the financial industry since 1994 and is a Registered Representative in Washington. Janice is registered with and has been active in the state of Washington, Idaho, Nevada and California. Janice has experience working at other firms such as Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley DW Inc. Janice is a Series 7, 8, 31, 63 and 65 licensed advisor.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WA
04/11/2017 - Present
U.s. Bancorp Investments, Inc. (Spokane Valley WA)
CA
08/04/2010 - 01/04/2011
CHASE INVESTMENT SERVICES CORP. (ARROYO GRANDE CA)
CA
04/28/2006 - 04/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN LUIS OBISPO CA)
NY
03/11/1993 - 05/08/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 03/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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