Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janelle? Claim Your ProfileJanelle Marie Meyers is a financial advisor with over 10 years of experience in the industry. Currently, Janelle is an active registered representative with Ameriprise Financial Services, LLC. Janelle specializes in providing financial planning, portfolio management, and asset allocation services to a wide range of clients, including individuals, families, businesses, and trusts. Prior to joining Ameriprise, Janelle worked with MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, and UBS FINANCIAL SERVICES INC., gaining valuable experience in the financial services industry. Janelle has a strong understanding of the financial markets and is committed to providing personalized advice to help her clients achieve their financial goals.
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.
Asset allocation 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
WA
05/15/2017 - Present
Ameriprise Financial Services, LLC (VANCOUVER WA)
OR
06/01/2009 - 02/03/2012
MORGAN STANLEY SMITH BARNEY (PORTLAND OR)
OR
04/08/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PORTLAND OR)
OR
06/25/2004 - 12/10/2007
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
BC
Issued 06/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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