Unclaimed
Janet Brown Fisher is a financial advisor with Truist Advisory Services, Inc. based in Charlotte, NC. Janet has been in the financial industry since April 1996. Janet is registered in 40 states and has been with Wells Fargo Advisors LLC since May 2009. Prior to that, Janet held positions with Wachovia Bank, N.A., First Union Brokerage Services, Inc. and NationsBanc Investments, Inc.
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.
Wrap fee product and financial profiling services using desktop software
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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2
NC
09/29/2023 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
10/01/2000 - 09/26/2023
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
09/10/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MA
08/14/1996 - 09/02/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NY
04/15/1996 - 08/06/1996
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 11/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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