Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Marie Johnson has been a registered representative in the financial services industry since 1999. Janice is a Certified Financial Planner® and is currently registered with Cambridge Investment Research Advisors, Inc. and has previously been employed by Coordinated Capital Securities, Inc., WRP Investments, Inc., H. Beck, Inc., Main Street Management Company, and H.D. Vest Investment Services. Janice is licensed to conduct business in several states, including Arizona, California, Connecticut, Florida, Iowa, Massachusetts, Nebraska, New Jersey, New York, North Carolina, North Dakota, Pennsylvania, Rhode Island, South Dakota, and Virginia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CT
09/30/2011 - Present
Cambridge Investment Research Advisors, Inc. (MANCHESTER CT)
CT
08/24/2011 - 10/03/2011
COORDINATED CAPITAL SECURITIES, INC. (MANCHESTER CT)
CT
10/03/2005 - 09/09/2011
WRP INVESTMENTS, INC. (MANCHESTER CT)
MD
05/04/2004 - 10/03/2005
H. BECK, INC. (ROCKVILLE MD)
MA
09/13/2002 - 05/04/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
TX
07/28/1999 - 09/24/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 06/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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