Unclaimed
Janine Williamson is a financial advisor with over 30 years of experience in the industry. Janine is currently registered with Key Investment Services LLC and has been with the firm since 2012. Prior to joining Key Investment Services, Janine worked at Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, U.S. Bancorp Investments, Inc., WM Financial Services, Inc., and Waddell & Reed, Inc. Janine offers a wide range of financial services, including portfolio management, investment advisory services, and retirement planning. Janine is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
06/06/2012 - Present
KEY Investment Services LLC (BROOKLYN OH)
WA
01/03/2011 - 05/31/2012
WELLS FARGO ADVISORS, LLC (TACOMA WA)
WA
09/11/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PUYALLUP WA)
WA
06/22/2005 - 09/14/2009
U.S. BANCORP INVESTMENTS, INC. (BONNEY LAKE WA)
CA
08/08/2003 - 06/20/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
09/03/1997 - 01/10/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
02/05/1996 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
KS
06/28/1991 - 05/22/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 04/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/31/1995
Series 52 - Municipal Securities Representative Examination
BC
Issued 06/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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