Unclaimed
Jeanette Ann Sackol is an Investment Advisor Representative associated with Geneos Wealth Management, Inc., in HENDERSON, NV. Jeanette is also a Registered Representative with the firm. Jeanette has 40 years of experience in the securities industry. Jeanette specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. In addition to her role at Geneos Wealth Management, Inc., Jeanette is also the owner of Sackol Financial Services LLC, a DBA operating out of the branch location.
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.
1
2
NV
09/17/2003 - Present
Geneos Wealth Management, Inc. (HENDERSON NV)
CO
06/03/1991 - 06/02/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
IL
05/28/1982 - 06/04/1991
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
NA
10/04/1984 - 12/05/1988
PEB FINANCIAL GROUP, INC.
IA
Issued 11/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/27/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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