Unclaimed
Janet Wilson is a financial advisor at Commonwealth Financial Network with over 25 years of experience in the financial industry. Janet has been registered with the Securities and Exchange Commission since 1997. She is licensed in multiple states, including Alabama, Florida, Georgia, Iowa, Mississippi, New York, and Texas. Janet provides a wide range of financial services, including financial planning, portfolio management, and educational seminars. She also holds a Series 7, Series 63, and Series 65 license and has passed the SIE exam. In addition to her work at Commonwealth Financial Network, Janet is also the owner of Janet Wilson Wealth Management, Inc., a private entity established to facilitate securities business.
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.
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.
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AL
03/24/2009 - Present
Commonwealth Financial Network (MOBILE AL)
AL
03/21/1997 - 03/16/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOBILE AL)
IA
Issued 04/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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