Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Derosa is a Registered Representative and Investment Advisor Representative with Charles Schwab & Co., Inc.. Janet has been working in the financial industry since 2013. Janet Derosa has passed the Series 7, Series 66 and SIE exams and has been registered in New York, Florida, Massachusetts, New Jersey, Ohio, Pennsylvania and South Carolina. Janet Derosa previously worked at Fidelity Brokerage Services LLC and TD Ameritrade, Inc..
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
1
2
NY
10/13/2021 - Present
Charles Schwab & CO., Inc. (Huntington Station NY)
NY
07/08/2020 - 07/20/2021
FIDELITY BROKERAGE SERVICES LLC (ROSLYN NY)
NY
07/03/2013 - 06/10/2020
TD AMERITRADE, INC. (GARDEN CITY NY)
BOTH
Issued 08/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Janet Derosa is the right advisor for you? Invested Better is here to help.
