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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Louise Mariconti-shabman is an investment advisor representative with Envestnet PMC. Janet has been in the financial services industry for over 30 years and has experience working with a variety of clients, including individuals, corporations, charitable organizations and investment companies. Janet has a strong track record of providing investment advice and portfolio management services. Janet holds the Series 63, 65, 7, 24 and SIE licenses. Janet has previously worked at Portfolio Brokerage Services, Inc., Prudential Investment Management Services LLC and Neuberger Berman, LLC.
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.
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.
Overlay portfolio management
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.
A percentage of the total value of assets under management is charged.
A percentage of assets or revenues under our clients' management
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IL
10/11/2024 - Present
Envestnet PMC (CHICAGO IL)
IL
10/22/2013 - 02/18/2020
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
NJ
11/11/2002 - 07/15/2013
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
11/18/1986 - 09/20/2002
NEUBERGER BERMAN, LLC (NEW YORK NY)
IA
Issued 01/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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