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Janet Alex Pearson

First Citizens Investor Services, Inc.

Raleigh, NC

Kinston, NC

CRD 2570241

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Employer firm

First Citizens Investor Services, Inc. CRD 44430

$2.63B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
First Citizens Investor Services, Inc.

8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-11-22
  • NC RA
    APPROVED
    Since 2023-11-22

Branch Locations

100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States

800 North Queen Street, Kinston, NC 28501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Citizens Investor Services, Inc. Kinston NC 06/1994 12/2021
First Citizens Investor Services Raleigh NC 11/2023 Present
Unemployed 12/2/2021 To 11/12/2023 Kinston NC 12/2021 11/2023
  • 06/1994 → 12/2021
    First Citizens Investor Services, Inc.
    Kinston, NC
  • 11/2023 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 12/2021 → 11/2023
    Unemployed 12/2/2021 To 11/12/2023
    Kinston, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-25
S63 Uniform Securities Agent State Law Examination 1995-02-07
  • S66 Uniform Combined State Law Examination
    2017-09-25
  • S63 Uniform Securities Agent State Law Examination
    1995-02-07
Other Names
  • Cookie Pearson

View on SEC IAPD

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