Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Ruth Gage is a financial advisor registered with Cary Street Partners. Janice has over 30 years of experience in the financial services industry. Janice holds licenses in 23 states including Virginia, North Carolina, Texas, and California. Janice has Series 3, 7, 63 and 65 licenses. Janice also has a Series SIE license. Janice specializes in retirement planning, investment management, and financial planning for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
Revenue sharing with certain third parties
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2
VA
11/05/2010 - Present
Cary Street Partners (FREDERICKSBURG VA)
VA
10/24/2006 - 11/18/2010
RAYMOND JAMES & ASSOCIATES, INC. (FREDERICKSBURG VA)
VA
02/21/2006 - 10/30/2006
CITIGROUP GLOBAL MARKETS INC. (FREDERICKSBURG VA)
MD
05/12/2000 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MO
10/01/1999 - 05/23/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
09/08/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
12/14/1989 - 08/27/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
03/22/1984 - 01/03/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 11/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1994
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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