Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Lynn Reynolds is a financial professional with over 28 years of experience in the financial services industry. Janet is currently registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and has been with the firm since 2014. Prior to joining Merrill Lynch, Janet held various positions at other prominent firms, including Wachovia Securities, LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. Janet holds several industry licenses and certifications, including Series 7, Series 10, Series 24, Series 63, and Series 65. Janet provides a wide range of financial services to individuals, businesses, and institutions, including portfolio management, financial planning, and investment advisory services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
GA
04/27/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALPHARETTA GA)
FL
09/18/2006 - 04/28/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH GARDENS FL)
FL
05/02/2003 - 08/09/2006
WACHOVIA SECURITIES, LLC (POMPANO BEACH FL)
MN
03/10/2000 - 04/25/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/10/2000 - 04/25/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
RI
03/20/1999 - 03/07/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
01/26/1996 - 03/10/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
08/10/1992 - 06/09/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 6/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/12/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 8/12/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 4/7/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/7/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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