Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet L. Chan is a registered representative with Charles Schwab & CO., Inc. Janet has been in the financial services industry since 2011. Janet has passed the Series 7, Series 31, Series 66, and SIE exams and has a total of 8 registrations. Janet is currently registered in California and Texas as an investment advisor representative. Janet also previously worked at Morgan Stanley Smith Barney.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
01/06/2020 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
CA
07/12/2011 - 05/02/2012
MORGAN STANLEY SMITH BARNEY (MENLO PARK CA)
BOTH
Issued 08/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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