Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Guinn is a financial advisor who is licensed in Arizona. Janice has been a registered representative since November 27, 2000, and has experience in the financial services industry for over 20 years. Janice is currently registered with Private Advisor Group, LLC. Previously, Janice was registered with Oppenheimer & Co. Inc. and Citigroup Global Markets Inc. Janice holds the Series 7, Series 63, Series 66 and SIE licenses. Janice's specializations include financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals. Janice is also a Certified Financial Planner.
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.
Solicitation/referral
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/referral fees
1
2
NJ
03/18/2022 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
AZ
07/15/2008 - 12/18/2020
OPPENHEIMER & CO. INC. (SCOTTSDALE AZ)
AZ
11/29/2000 - 07/10/2008
CITIGROUP GLOBAL MARKETS INC. (PHOENIX AZ)
BOTH
Issued 08/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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