Unclaimed
Janet Sellers is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., working out of the Yardley, PA office. Janet has been in the financial industry since 1998, with previous experience at CITIGROUP GLOBAL MARKETS INC. and CAPITAL ANALYSTS, INCORPORATED. Janet holds Series 7 and SIE 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.
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
PA
06/19/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (YARDLEY PA)
PA
04/25/2005 - 06/04/2009
CITIGROUP GLOBAL MARKETS INC. (NEWTOWN PA)
OH
10/11/2004 - 12/08/2004
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NY
05/04/1998 - 09/20/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1998
Series 7 - General Securities Representative 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
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