Unclaimed
Janet Bremes is a financial advisor who has been in the industry for over 50 years. Janet is currently registered with Morgan Stanley and has previously held positions at a number of other firms, including Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Prudential Securities Incorporated, Shearson Lehman Hutton Inc., E. F. Hutton & Company Inc., Hornblower & Weeks - Hemphill, Noyes Incorporated, and Roberts, Scott & Co., Inc. Janet has a wide range of experience in the financial services industry and is a licensed securities agent. Janet is a highly experienced financial advisor with a proven track record of success.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/11/2020 - Present
Morgan Stanley (La Jolla CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LA JOLLA CA)
CA
06/29/1993 - 04/02/2007
MORGAN STANLEY DW INC. (LAJOLLA CA)
NY
06/07/1990 - 06/28/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/14/1988 - 06/28/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
08/14/1975 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
09/27/1974 - 09/28/1975
HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED
NA
08/22/1973 - 07/17/1974
ROBERTS, SCOTT & CO., INC.
NA
03/22/1973 - 09/24/1973
HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED
NA
05/13/1971 - 06/07/1973
BLYTH EASTMAN DILLON & CO. INCORPORATED
BC
Issued 08/31/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 11/01/1967
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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