linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Janelle Rae Van meel

Savvy

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Janelle? Claim Your Profile

About Janelle Rae Van meel

Janelle Van meel is an investment advisor representative with Savvy, a firm that provides financial planning, educational seminars, and portfolio management for individuals. Janelle has been in the industry since 2001 and has experience with a variety of financial products. She is registered in Colorado and has passed the Series 7, 6, 66, and SIE exams. Janelle has previously worked at Morgan Stanley and Colorado Financial Service Corporation.

Firm Information

Janelle Van meel is currently registered with Savvy. Savvy Wealth, headquartered in New York, NY, provides financial planning, portfolio management for individuals, and educational seminars. The firm serves individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans, and manages over $1.29 billion in assets.
Savvy

900 BROADWAY

NEW YORK, NY 10003

$1.30B

Assets Under Management

66

Total Clients

29

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Janelle Van meel’s Registration & Firm History

NY

11/26/2024 - Present

Savvy (NEW YORK NY)

CO

08/13/2013 - 07/23/2020

MORGAN STANLEY (DENVER CO)

CO

02/14/2012 - 08/14/2013

COLORADO FINANCIAL SERVICE CORPORATION (CENTENNIAL CO)

CO

01/23/2001 - 02/14/2012

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)

Not sure if Janelle Rae Van meel is right for you?

Licenses & Designations

BOTH

Issued 03/08/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2012

Series 7 - General Securities Representative Examination

BC

Issued 01/22/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Janelle Rae Van meel.
Not sure if Janelle Rae Van meel is right for you?