Janice Perry, financial advisor Tunkhannock PA

Janice Perry

CRD Number: 4645713
Current Firm: Cetera Investment Advisers LLC

Janice Perry (CRD# 4645713) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tunkhannock, PA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Services LLC St.cloud, MN Feb 2014 - Current 10
Cetera Investment Advisors LLC Tunkhannock, PA Feb 2014 - Current 10
First National Bank Of Pa Tunkhannock, PA Jan 2009 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Janice L. Perry
Phone Number: 888-528-2987
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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