Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Ellen Barrett is an investment advisor representative with CWM, LLC DBA Carson Group Partners. Janet has been in the financial services industry for over 18 years. She is a Chartered Financial Consultant and holds the Series 6, 7, 63 and 65 licenses. Previously, Janet was an Investment Advisor Representative with Waddell & Reed and a Financial Consultant with Constellation Investment Distribution Company Inc. Janet has also worked as an insurance agent for various insurance carriers. Janet is a member of the National Association of Insurance and Financial Advisors (NAIFA). Janet provides investment advisory services to individuals, families and businesses. She also provides financial planning services such as retirement planning, college savings, and estate planning.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
PA
12/07/2018 - Present
CWM, LLC (Doylestown PA)
PA
06/04/2008 - 12/13/2018
WADDELL & REED (YARDLEY PA)
PA
12/18/2002 - 05/27/2005
CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC. (JENKINTOWN PA)
IA
Issued 02/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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