Unclaimed
Janelle Samuels is a financial advisor who has been in the industry since January 6, 2021. Janelle is currently registered with Deloitte Corporate Finance LLC and previously worked with Capital One Investing, LLC and Fidelity Brokerage Services LLC. Janelle has passed the Series 7, Series 79TO, and Series 66 exams.
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.
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.
1
2
TX
06/29/2021 - Present
Deloitte Corporate Finance LLC (Dallas TX)
TX
01/30/2017 - 03/07/2017
CAPITAL ONE INVESTING, LLC (Plano TX)
TX
05/05/2015 - 08/21/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 05/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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