Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Cherne is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Janet has been in the financial services industry for over 29 years. Janet has a strong track record of providing financial advice to individuals, families, and businesses. Janet has experience in various areas of financial planning, including retirement planning, investment management, and estate planning. Janet is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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
OH
08/01/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHAGRIN FALLS OH)
OH
03/14/2016 - 05/10/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAGRIN FALLS OH)
OH
02/11/2011 - 01/04/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEPPER PIKE OH)
OH
06/01/2009 - 02/10/2011
MORGAN STANLEY SMITH BARNEY (PEPPER PIKE OH)
OH
12/03/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PEPPER PIKE OH)
NY
07/31/1993 - 11/16/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
03/04/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 09/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/04/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1993
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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