Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janelle? Claim Your ProfileJanelle Schultheis is a Registered Representative and Investment Advisor Representative with Fidelity Personal and Workplace Advisors. Janelle has over 16 years of experience in the financial services industry. Prior to joining Fidelity Personal and Workplace Advisors, Janelle worked at Fidelity Brokerage Services LLC, T. Rowe Price Investment Services, Inc. and Vanguard Marketing Corporation. Janelle holds Series 7, 65, and 66 licenses as well as the Securities Industry Essentials Examination (SIE). Janelle is registered to provide investment advice in Florida and Texas.
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.
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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2
FL
11/02/2022 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
01/12/2015 - 02/22/2021
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
10/16/2012 - 08/22/2014
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
NC
09/09/2010 - 09/04/2012
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
07/26/2010 - 09/10/2010
ROLLOVER SECURITIES (CHARLOTTE NC)
FL
09/22/2004 - 06/30/2010
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
IA
Issued 10/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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