Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janna? Claim Your ProfileJanna Mary Lutz is a financial advisor at Raymond James Financial Services Advisors, Inc., located in Williston, ND. Janna has been in the industry since 2021 and is registered with the state of North Dakota, as well as Texas. Janna has passed the Series 7TO, Series 66, and SIE exams. Janna also works as an associate for American State Bank & Trust Company. Janna is also a member of the finance council at St. John the Baptist Parish. Janna has experience working in a variety of industries including healthcare and real estate.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ND
01/12/2023 - Present
Raymond James Financial Services Advisors, Inc. (Williston ND)
BOTH
Issued 11/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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