Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanette? Claim Your ProfileJeanette Wheeler is a financial advisor with over 30 years of experience in the industry. Jeanette has a strong track record of providing financial advice to individuals, families, and businesses. Jeanette is a Certified Financial Planner™ professional and specializes in financial planning, portfolio management, and retirement planning. Jeanette is currently registered with Avantax Advisory Services. Prior to joining Avantax Advisory Services, Jeanette was with Cetera Advisor Networks LLC. Jeanette is also active in the community, and is a member of the Edgewood Chamber of Commerce.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
01/17/2020 - Present
Avantax Advisory Services (DALLAS TX)
WA
02/08/2011 - 05/13/2019
CETERA ADVISOR NETWORKS LLC (EDGEWOOD WA)
WA
11/01/1989 - 12/31/2010
PACIFIC WEST SECURITIES, INC. (EDGEWOOD WA)
IA
Issued 10/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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