Janet Palomba
Janet Palomba is a registered investment advisor at Cetera Investment Advisers LLC, based in West Islip, NY, with 28 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
West Islip, NY
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Janet is an insurance agent selling life insurance, annuities, and long-term care, dedicating a few hours per week to this activity. She is also an advisor at North Ridge Wealth Planning LLC, a financial services firm, spending about 10-20% of her time in this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
North Ridge Securities CORP.Broker
Nationwide Securities, LLCBroker
1717 Capital Management CompanyBroker
Veravest Investments, INC.Broker
Dime Securities, INC.Broker
Mcdonald Investments INC.Broker
Key Investments INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.