Unclaimed
Janelle Elaine Gold is a financial advisor based in Phoenix, Arizona. She is currently registered with Hilltop Securities Inc. and has been in the industry since July 10, 2011. Prior to joining Hilltop Securities Inc., Janelle Gold was employed by First Southwest Company, LLC, and Wedbush Securities Inc., also in Phoenix, Arizona. Janelle Gold holds several industry licenses, including Series 50, 52, 54, 63, and SIE. She specializes in Financial Planning, Investment advisory services, Educational Seminars, and Selection of Other Advisors.
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.
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.
12b-1 fees
1
2
AZ
01/22/2016 - Present
Hilltop Securities Inc. (PHOENIX AZ)
AZ
05/20/2014 - 01/22/2016
FIRST SOUTHWEST COMPANY, LLC (PHOENIX AZ)
AZ
07/11/2011 - 05/20/2014
WEDBUSH SECURITIES INC. (PHOENIX AZ)
BC
Issued 06/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2024
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 07/08/2011
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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