Unclaimed
Janet L. Chiles is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Greenville, South Carolina. Janet has been in the industry since 1992 and has experience working with a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Janet holds a Series 7, Series 63, Series 65, and Series 66 license, and is a registered representative of Merrill Lynch. Janet also holds a FINRA license and is registered with the state of South Carolina, Texas, and Florida.
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
SC
10/30/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREENVILLE SC)
SC
01/11/2019 - 09/20/2023
WELLS FARGO CLEARING SERVICES, LLC (CLEMSON SC)
NC
10/11/2016 - 11/12/2018
BB&T SECURITIES, LLC (WILMINGTON NC)
NY
08/23/1994 - 11/30/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/12/1992 - 07/13/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 10/17/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2016
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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