Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janelle? Claim Your ProfileJanelle Aldridge is a financial advisor with LPL Enterprise, LLC in FORT MILL, SC. Janelle has over 14 years of experience in the financial services industry. Janelle is a licensed and registered investment advisor in North Carolina and South Carolina. She specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Janelle also provides consulting and other non-discretionary advisory 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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
SC
08/28/2024 - Present
LPL Enterprise, LLC (FORT MILL SC)
WI
01/22/2024 - 04/03/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NC
12/09/2022 - 04/17/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Wake Forest NC)
MA
11/07/2019 - 12/09/2022
CANTELLA & CO., INC. (Malden MA)
MA
11/02/2018 - 10/14/2019
ROYAL ALLIANCE ASSOCIATES, INC. (BOSTON MA)
MA
05/08/2013 - 11/02/2018
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/13/2014 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (BOSTON MA)
MA
08/06/2009 - 08/30/2012
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
05/21/2008 - 08/04/2009
METLIFE SECURITIES INC. (BOSTON MA)
MA
05/21/2008 - 08/04/2009
NEW ENGLAND SECURITIES (BOSTON MA)
MA
05/21/2008 - 08/04/2009
TOWER SQUARE SECURITIES, INC. (BOSTON MA)
MA
05/21/2008 - 08/04/2009
WALNUT STREET SECURITIES, INC. (BOSTON MA)
BOTH
Issued 08/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 07/29/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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