Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Marquardt is a financial advisor with Harbor Investment Advisory, LLC, with over 30 years of experience in the financial services industry. Janet has extensive experience in providing financial advice to individuals, families, and institutions. She specializes in investment management, retirement planning, and wealth management. Janet is a registered representative with FINRA and has earned the Series 63, 65, 66, and 7 licenses. Previously, Janet has also held positions with Raymond James Financial Services, Inc. and Citigroup Global Markets 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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
MD
07/28/2017 - Present
Harbor Investment Advisory, LLC (Lutherville MD)
MD
05/23/2008 - 08/04/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (CATONSVILLE MD)
MD
07/31/1993 - 06/03/2008
CITIGROUP GLOBAL MARKETS INC. (LUTHERVILLE MD)
NY
02/11/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 07/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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