Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janelle? Claim Your ProfileJanelle Elisabeth Mariela Syed is a financial advisor with over 8 years of experience in the industry. Janelle currently works at Thrivent Investment Management Inc. and is registered as a Registered Representative and an Investment Advisor Representative in Texas. Janelle has a broad range of experience with clients, including high net worth individuals, individuals other than high net worth, and corporations or other businesses. Janelle holds the Series 7TO, Series 6, SIE, and Series 66 licenses as well as the Series 24 principal license. Janelle has previously worked at Principal Securities, Inc. and is a specialist in the financial planning and portfolio management 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.
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.
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2
TX
09/03/2024 - Present
Thrivent Investment Management Inc. (Conroe TX)
IA
10/07/2017 - 07/18/2024
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
05/13/2015 - 01/04/2017
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 08/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2024
Series 24 - General Securities Principal Examination
BC
Issued 08/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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