Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janelle? Claim Your ProfileJanelle Thompson is a financial advisor at Terra Wealth. Janelle has been in the financial services industry for over 30 years. Janelle is registered with the state of Wisconsin and holds Series 6, 26, 63, and 65 licenses.
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.
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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WI
09/16/2022 - Present
Terra Wealth (WAUSAU WI)
WI
07/26/2017 - 09/23/2022
PFS INVESTMENTS INC. (WAUSAU WI)
IA
Issued 11/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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