Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Elizabeth Davis is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Janet Davis has been in the financial industry since 2011 and has held previous positions with Merrill Lynch. Janet Davis is licensed to provide financial services in 39 states including Texas and New York. The advisor's current office location is at 4245 Kemp Blvd in Wichita Falls, Texas. The advisor is affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. which is a large firm with over $1 trillion in assets under management. Merrill Lynch, Pierce, Fenner & Smith Inc. provides a wide range of financial services to individuals, corporations, institutions and high-net-worth clients.
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
TX
06/25/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WICHITA FALLS TX)
TN
10/06/2003 - 08/07/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GERMANTOWN TN)
NY
08/29/2001 - 07/30/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/31/1996 - 05/18/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/23/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/05/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1996
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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