Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Towne is a financial advisor with over 25 years of experience. Janice is a Certified Financial Planner™ and a Personal Financial Specialist. She is registered as an Investment Advisor Representative in Iowa and Texas. Janice currently works with Cambridge Investment Research Advisors, Inc. and has previously worked with other firms including Sunamerica Securities, Inc. and Hochman & Baker Securities, Inc.
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.
Solicitation fees from 3rd party money managers
1
2
IA
10/30/2024 - Present
Cambridge Investment Research Advisors, Inc. (Keosauqua IA)
AZ
07/15/1997 - 09/23/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CT
09/06/1996 - 08/06/1997
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IA
Issued 07/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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