Unclaimed
Janet Nordquist is an investment advisor representative associated with International Assets Investment Management, LLC. Janet has been in the industry since January 29, 2014. Janet is licensed in Illinois. The firm is based in Orlando, Florida. The firm provides advisory services such as portfolio management for individuals and businesses, financial planning, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
11/19/2021 - Present
International Assets Investment Management, LLC (ROCKFORD IL)
IL
01/30/2019 - 07/27/2020
BMO HARRIS FINANCIAL ADVISORS, INC. (ROCKFORD IL)
IL
12/09/2016 - 01/29/2019
J.P. MORGAN SECURITIES LLC (LOVES PARK IL)
IL
10/18/2011 - 12/19/2015
MORGAN STANLEY (ROCKFORD IL)
IA
Issued 01/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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