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JM

Janice M. Moore

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CRD#: 1013689
JM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Janice Minneci Moore, who also goes by Janice Minneci Feola, Janice M Moore, was a registered financial professional .

Janice is a previously registered financial professional and started their career in finance in 1981. Janice had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Janice Minneci Feola | Janice M Moore

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 30, 1998 - October 21, 1999

LEWIS & CLARK SECURITIES, INC.

BD
CRD#: 22687
TAMPA, FL
Past

October 30, 1998 - March 20, 2000

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
APPLETON, WI
Past

October 26, 1998 - December 31, 2014

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
TAMPA, FL
Past

October 26, 1998 - December 31, 2014

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
TAMPA, FL
Past

July 31, 1993 - October 30, 1998

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 14, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

November 17, 1981 - May 14, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/2/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/27/1998
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 12/4/1989
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


L&
LEWIS & CLARK SECURITIES, INC.
FARWEST SECURITIES, INC. | LEWIS & CLARK SECURITIES, INC.

CRD#: 22687 / SEC#: , 8-39930

BD
Terminated by SEC on 12/12/1999
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 05/03/1988
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
INVEST FINANCIAL CORPORATIONOWNER - LEWIS & CLARK SECURITIES, INC.12984
BLAGOJEVICH, ROBERT RCHAIRMAN1335437
GUNDERSON, GERRY ASVP/GENERAL COUNSEL2448501
GUNDERSON, THOMAS EVANPRESIDENT/COO232008
PRICE, MARY CORNELIASECRETARY
WARD, GARY JAMESFNOP2872618
WILLIAMSON, DEBRA ELAINECHIEF COMPLIANCE OFFICER/SVP/SROP/CROP1770999

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LEWIS & CLARK SECURITIES, INC.

CRD#: 22687

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