Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janell? Claim Your ProfileJanell Daquilante-akers is a financial advisor with Wells Fargo Clearing Services, LLC. Janell is a registered representative with 14 years of experience in the financial services industry. Janell has held previous roles with Wells Fargo Investments, LLC and Wells Fargo Bank. Janell holds a Series 66 license, a Series 7 license and a SIE license. Janell's background includes experience in investment consulting, financial planning and portfolio management. Janell provides advisory services to institutional clients, as well as individuals and businesses. Janell's office is located in Sun City, Arizona.
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.
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.
Investment consulting services to institutional clients
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.
1
2
AZ
04/17/2023 - Present
Wells Fargo Clearing Services, LLC (SUN CITY AZ)
AZ
04/24/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PEORIA AZ)
BOTH
Issued 05/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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