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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janelle? Claim Your ProfileJanelle Williams is a financial advisor with over 20 years of experience in the industry. Janelle is currently registered with Morgan Stanley and provides investment advice to individuals, businesses, investment companies, insurance companies, and charitable organizations. Janelle has previously worked with U.S. BANCORP INVESTMENTS, INC., and MORGAN STANLEY SMITH BARNEY. Janelle holds the Series 3, 7, 9, 10, 24, 31, 63, and 65 licenses. Janelle is also registered to provide investment advice in 46 states, including Montana, Texas, and other states.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MT
04/14/2014 - Present
Morgan Stanley (Billings MT)
MT
05/14/2012 - 05/02/2013
U.S. BANCORP INVESTMENTS, INC. (BILLINGS MT)
MT
02/12/2010 - 05/29/2012
MORGAN STANLEY SMITH BARNEY (BILLINGS MT)
MT
06/01/2009 - 11/27/2009
MORGAN STANLEY SMITH BARNEY (BILLINGS MT)
MT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BILLINGS MT)
MT
04/10/2001 - 04/02/2007
MORGAN STANLEY DW INC. (BILLINGS MT)
NY
07/02/1999 - 01/03/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
04/27/1999 - 07/26/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/17/1992 - 12/17/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2012
Series 24 - General Securities Principal Examination
BC
Issued 11/03/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2006
Series 3 - National Commodity Futures Examination
BC
Issued 02/21/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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