Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Nadine Borsch is a financial advisor with Avantax Advisory Services. Janice has been in the industry since February 15, 2006. Janice holds a Series 7, Series 66, and SIE license and is registered in 8 states, including California, Texas, Arizona, Colorado, Idaho, Washington, and others. Janice also has a CPA license and owns her own accounting firm. Janice's areas of expertise include financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Janice is passionate about helping clients achieve their financial goals and is committed to providing them with personalized service.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
01/30/2024 - Present
Avantax Advisory Services (SANTA MARIA CA)
CA
01/16/2006 - 12/31/2011
1ST GLOBAL CAPITAL CORP. (SANTA MARIA CA)
BOTH
Issued 02/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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