Unclaimed
Janel Marie Huston is an active advisor with over 30 years of experience in the financial services industry. Janel currently is a registered representative with Raymond James Financial Services Advisors, Inc. Janel specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Janel's previous experience includes roles at several other firms such as Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Howe Barnes Investments, Inc., Hill Thompson Magid & Co Inc, and Mesirow Financial, Inc., and The Chicago Corporation. Janel is committed to providing her clients with personalized financial advice and services.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
06/25/2018 - Present
Raymond James Financial Services Advisors, Inc. (GLENVIEW IL)
IL
12/12/2008 - 06/25/2018
RAYMOND JAMES & ASSOCIATES, INC. (WINNETKA IL)
IL
04/02/2007 - 12/22/2008
MORGAN STANLEY & CO. INCORPORATED (RIVERWOODS IL)
IL
06/01/2000 - 04/02/2007
MORGAN STANLEY DW INC. (RIVERWOODS IL)
IL
04/02/1996 - 06/13/2000
HOWE BARNES INVESTMENTS, INC. (CHICAGO IL)
NJ
09/19/1995 - 03/25/1996
HILL THOMPSON MAGID & CO INC (JERSEY CITY NJ)
IL
10/12/1994 - 07/25/1995
MESIROW FINANCIAL, INC. (CHICAGO IL)
CT
06/20/1994 - 10/07/1994
MAYER & SCHWEITZER, INC. (STAMFORD CT)
IL
05/11/1990 - 05/05/1994
THE CHICAGO CORPORATION (CHICAGO IL)
IL
09/24/1987 - 04/30/1990
RODMAN & RENSHAW INC. (CHICAGO IL)
IA
Issued 04/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/23/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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