Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janine? Claim Your ProfileJanine Rw Klug is an investment professional with over 25 years of experience in the financial industry. She is a Registered Representative and Investment Advisor Representative with LPL Financial LLC, serving clients from the Vancouver, WA branch office. Before joining LPL Financial LLC, Janine held positions with VERAVEST INVESTMENTS, INC., NATIONAL SECURITIES CORPORATION, and WM FINANCIAL SERVICES, INC. Janine specializes in providing financial planning, portfolio management, and investment advisory services to a wide range of clients, including individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
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2
WA
01/14/2004 - Present
LPL Financial LLC (VANCOUVER WA)
MA
03/07/2001 - 12/02/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
FL
06/14/1999 - 01/22/2001
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
CA
05/26/1995 - 07/16/1997
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BC
Issued 05/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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