Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Mary lucy Montaine is a financial advisor who has been in the industry since February 13, 1994. Janice is currently registered with Stifel, Nicolaus & Company, Inc., and has been with the firm since February 29, 2008. Janice has a wide range of experience in the industry, having previously worked at Wachovia Securities, LLC, Wachovia Securities, Inc., and AMEV Investors, Inc.. Janice holds a number of licenses and certifications, including the Series 6, 7, 63, and SIE exams. Janice is registered to provide investment advice in 38 states.
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.
1
2
NC
02/29/2008 - Present
Stifel, Nicolaus & Company, Inc. (BREVARD NC)
NC
06/15/2002 - 02/29/2008
WACHOVIA SECURITIES, LLC (BREVARD NC)
NC
03/30/2001 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NA
11/18/1982 - 12/31/1989
AMEV INVESTORS, INC.
BC
Issued 02/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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