Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janee? Claim Your ProfileJanee Browne is a financial advisor with over 10 years of experience in the industry. Janee has worked with several prominent firms, including Fidelity Brokerage Services LLC, BNY Mellon Securities Corporation, Northwestern Mutual Investment Services, LLC, Equitable Advisors, LLC and TD AMERITRADE, INC. Janee is currently registered as an Investment Advisor Representative with Charles Schwab & CO., Inc. and is licensed in multiple states. Janee specializes in Financial Planning and providing advice regarding securities.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NY
12/20/2022 - Present
Charles Schwab & CO., Inc. (New York City NY)
NY
11/30/2023 - 05/19/2024
TD AMERITRADE, INC. (New York City NY)
NY
12/04/2020 - 11/29/2022
EQUITABLE ADVISORS, LLC (WOODBURY NY)
NY
04/07/2020 - 11/30/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NY
07/12/2018 - 06/17/2019
BNY MELLON SECURITIES CORPORATION (New York NY)
GA
10/20/2016 - 06/29/2018
FIDELITY BROKERAGE SERVICES LLC (DUNWOODY GA)
NY
01/05/2016 - 10/11/2016
NEUBERGER BERMAN LLC (NEW YORK NY)
NY
04/21/2014 - 06/30/2016
NEUBERGER BERMAN MANAGEMENT LLC (NEW YORK NY)
NY
12/23/2011 - 04/08/2014
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
FL
11/15/2010 - 11/28/2011
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 02/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/20/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/12/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Janee Browne is the right advisor for you? Invested Better is here to help.
