Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Wills is a financial advisor with over 30 years of experience in the industry. Janet is a Certified Financial Planner® and holds Series 2, 6, 7 and 63 licenses as well as the Series 65. Janet is also registered as an Investment Advisor Representative in Pennsylvania, Texas and Virginia. Janet's firm, Wills Financial Group, provides portfolio management for individuals, financial planning and hourly charges.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
06/20/1990 - Present
Wills Financial Group (RICHMOND VA)
NA
03/20/1989 - 12/31/1993
MUTUAL SERVICE CORPORATION
NA
04/11/1985 - 03/28/1989
WM. L. MARSHALL EQUITIES, INC.
NA
11/02/1983 - 06/17/1985
EQUITY SERVICES, INC.
IA
Issued 06/01/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Janet Wills is the right advisor for you? Invested Better is here to help.
