Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janelle? Claim Your ProfileJanelle M Cromwell is a financial advisor with over 8 years of experience in the financial services industry. Janelle is registered with the state of Washington and Texas, and is a Certified Financial Planner. Janelle specializes in providing financial advice to individuals, families, and businesses. She is also a registered representative with Rockefeller Financial LLC, where she has been employed since June 2021. Prior to that, Janelle worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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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WA
06/11/2021 - Present
Rockefeller Financial LLC (Olympia WA)
WA
09/01/2015 - 06/15/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OLYMPIA WA)
WA
12/19/2011 - 02/21/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPOKANE WA)
NY
08/19/2011 - 12/15/2011
RBC CAPITAL MARKETS, LLC (WATERTOWN NY)
BOTH
Issued 10/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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