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 Reed is an Investment Advisor Representative with Ameriprise Financial Services, LLC in Old Saybrook, CT. Janice has been in the financial services industry since July 24, 2000. Janice is registered to provide investment advisory services in 26 states and the District of Columbia. Janice has worked in the financial services industry for over 20 years. Janice previously worked for UBS FINANCIAL SERVICES INC., WACHOVIA SECURITIES, LLC, and A. G. EDWARDS & SONS, INC. Ameriprise Financial Services, LLC is a national financial services firm that offers a wide range of financial products and services. The firm has a strong commitment to providing its clients with personalized financial advice.
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.
Asset allocation services
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
CT
10/23/2017 - Present
Ameriprise Financial Services, LLC (Old Saybrook CT)
CT
03/20/2008 - 10/31/2017
UBS FINANCIAL SERVICES INC. (NEW LONDON CT)
CT
01/01/2008 - 03/25/2008
WACHOVIA SECURITIES, LLC (MADISON CT)
CT
07/25/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MADISON CT)
BOTH
Issued 09/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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