Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janie? Claim Your ProfileJanie Latrelle McConnell is a financial advisor with over 29 years of experience in the financial services industry. Janie is currently registered with Osaic Wealth, Inc. in Austin, Texas. Prior to joining Osaic Wealth, Janie has held positions at Raymond James Financial Services, Inc., Robert W. Baird & Co. Incorporated, RBC Capital Markets, LLC, TD Ameritrade, Inc., Ameritrade, Inc., Banc One Securities Corporation, MML Investors Services, Inc., E*TRADE SECURITIES LLC, TD Waterhouse Investor Services, Inc., Tradestar Investments, Inc., Dean Witter Reynolds Inc., Texas Securities, Inc. and Blinder, Robinson & Co., Inc. . Janie holds Series 7, 9, 10, 31, 63, and 65 licenses. Janie's expertise includes financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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2
TX
11/29/2023 - Present
Osaic Wealth, Inc. (AUSTIN TX)
TX
06/13/2023 - 08/17/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (GRANBURY TX)
TX
06/09/2015 - 07/01/2023
ROBERT W. BAIRD & CO. INCORPORATED (FORT WORTH TX)
TX
03/29/2007 - 06/22/2015
RBC CAPITAL MARKETS, LLC (FORT WORTH TX)
TX
04/22/2006 - 04/10/2007
TD AMERITRADE, INC. (FORT WORTH TX)
TX
01/24/2005 - 04/22/2006
AMERITRADE, INC. (FORT WORTH TX)
IL
12/15/2003 - 12/14/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
08/23/2003 - 10/04/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
12/11/2001 - 06/11/2003
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NE
10/07/1997 - 11/28/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
03/15/1996 - 09/01/1997
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
NY
08/11/1993 - 03/05/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
TX
10/31/1989 - 01/09/1990
TEXAS SECURITIES, INC. (FT. WORTH TX)
NA
07/18/1989 - 11/02/1989
BLINDER, ROBINSON & CO., INC.
IA
Issued 05/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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