Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Bellezza is an investment advisor representative with Edelman Financial Engines. Janet has been in the industry since 2005. Janet holds the Series 7, Series 63, and Series 65 licenses. Janet works with a wide range of clients, including individuals, high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. Janet provides financial planning, investment management, and retirement planning services. Janet is a Registered Investment Advisor (RIA) and is licensed in Pennsylvania.
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.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
PA
12/09/2021 - Present
Edelman Financial Engines (TAFTON PA)
AZ
08/17/2005 - 12/23/2008
NEXT FINANCIAL GROUP, INC. (MESA AZ)
IA
Issued 12/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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