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 Powell is a financial advisor with over 13 years of experience in the industry. She currently holds registrations with Diversify Advisory Services, LLC and Diversify Wealth Management, LLC in Utah. Her expertise is in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Janice has a strong background in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. She is also a member of the National Society of Compliance Professionals.
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.
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2
UT
09/15/2023 - Present
Diversify Advisory Services, LLC (SANDY UT)
NE
04/15/2019 - 01/27/2021
SECURITIES AMERICA, INC. (LAVISTA NE)
TX
02/13/2012 - 06/23/2014
AMEGY INVESTMENTS, INC. (HOUSTON TX)
UT
06/09/2008 - 06/23/2014
ZIONS DIRECT, INC. (SALT LAKE CITY UT)
UT
03/20/2006 - 05/13/2008
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BC
Issued 03/17/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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