Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janis? Claim Your ProfileJanis Halteman is a financial advisor registered with Commonwealth Financial Network and has been in the industry since 2000. Janis Halteman is licensed to provide financial services in Alabama, Florida, Kentucky, and Ohio and has licenses to provide both broker-dealer and investment advisory services. Janis Halteman has a Series 6, Series 7, Series 63, and Series 65 licenses and is a registered representative with Commonwealth Financial Network. Janis Halteman has experience working with individuals, high-net-worth individuals, corporations, businesses, and charitable organizations. Janis Halteman also provides financial planning and investment advisory services.
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.
1
2
OH
09/11/2012 - Present
Commonwealth Financial Network (DUBLIN OH)
OH
01/06/2000 - 01/28/2008
MML INVESTORS SERVICES, INC. (DUBLIN OH)
IA
Issued 08/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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