Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janelle? Claim Your ProfileJanelle Williams is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Janelle is a securities professional with experience in the financial services industry since October 2022, working with a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. Janelle holds the Series 7TO, Series 66, and SIE licenses, and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Florida. Janelle is dedicated to helping clients reach their financial goals through personalized financial planning and investment strategies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/23/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WELLINGTON FL)
BOTH
Issued 11/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Janelle Williams is the right advisor for you? Invested Better is here to help.
