Unclaimed
Janelle Gregg is a financial professional with over two years of experience in the financial services industry. Janelle has a strong background in securities and is registered with FINRA. Janelle is currently employed by PNC Investments and has experience at both WELLS FARGO CLEARING SERVICES, LLC and VANGUARD MARKETING CORPORATION. Janelle's areas of specialization include investment management, securities, and financial products.
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.
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.
1
2
PA
04/11/2024 - Present
PNC Investments (PITTSBURGH PA)
MO
11/17/2022 - 04/18/2024
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
NC
02/14/2022 - 06/29/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 02/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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