Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janell? Claim Your ProfileJanell Latoya Richardson is a financial advisor with Principal Securities, Inc., a firm with over 1,300 registered representatives. She specializes in providing financial planning and investment advice to individuals, businesses and charitable organizations. Janell is a licensed securities agent in North Carolina. She has been working in the financial services industry since June 2017, holding previous positions with Vanguard Marketing Corporation, Alliance-One Investments, LLC and MetLife Investors Distribution Company.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
07/07/2022 - Present
Principal Securities, Inc. (DES MOINES IA)
NC
11/02/2021 - 02/11/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
OK
10/31/2019 - 06/14/2021
ALLIANCE-ONE INVESTMENTS, LLC (Tulsa OK)
NC
08/30/2016 - 10/31/2019
METLIFE INVESTORS DISTRIBUTION COMPANY (Charlotte NC)
BC
Issued 11/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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