Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Coggeshall Chadie is a financial advisor with over 17 years of experience. Janet is registered with Janney Montgomery Scott LLC and has a branch office in Falmouth, MA. Janet specializes in a wide range of financial planning and investment management services. Prior to joining Janney Montgomery Scott LLC, Janet worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Advest, Inc. and Fintegra, LLC. Janet has a strong background in the financial services industry and is committed to providing her clients with personalized financial advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
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2
MA
10/24/2023 - Present
Janney Montgomery Scott LLC (FALMOUTH MA)
MA
03/08/2006 - 09/17/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FALMOUTH MA)
CT
10/05/2005 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
MN
01/12/2005 - 09/09/2005
FINTEGRA, LLC (MINNEAPOLIS MN)
MA
10/29/2003 - 06/04/2004
CCBT BROKERAGE DIRECT, INC. (HYANNIS MA)
BOTH
Issued 10/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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