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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tex? Claim Your ProfileTex Janecek is a financial advisor in Billings, MT. Tex has been in the industry since 2005 and is registered with Cetera Investment Advisers LLC, First Financial Equity Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company and Waddell & Reed, Inc.. Tex is a Series 7 and Series 66 licensed individual. Tex's current firm, Cetera Investment Advisers LLC, is a registered investment advisor with over $100 Billion in assets under management. The firm's services include financial planning, pension consulting, educational seminars, portfolio management for businesses, portfolio management for individuals, and selection of other advisors.
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
MT
06/29/2023 - Present
Cetera Investment Advisers LLC (Billings MT)
MT
12/18/2009 - 04/20/2022
FIRST FINANCIAL EQUITY CORPORATION (Billings MT)
MT
03/02/2007 - 01/06/2010
METLIFE SECURITIES INC. (BILLINGS MT)
MT
03/02/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BILLINGS MT)
KS
01/01/2004 - 05/25/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 01/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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