Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janelle? Claim Your ProfileJanelle Deborrah Phillips is a financial professional with over 15 years of experience in the industry. Janelle currently works with J.P. Morgan Securities LLC and is a registered representative with FINRA and a licensed agent in the state of Rhode Island. Janelle's previous experience includes working with National Financial Services LLC. Janelle is a Series 7, Series 24, and Series 63 licensed professional. Janelle specializes in portfolio management for individuals and businesses, financial planning and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
01/20/2016 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
RI
05/16/2007 - 01/28/2014
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
BC
Issued 06/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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