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 Schwartz is an investment advisor representative at Ballentine Partners. Janet has been in the industry since 1990 and has experience working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. Janet specializes in financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Project fees
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2
MA
11/15/2023 - Present
Ballentine Partners (Waltham MA)
NY
09/14/1990 - 10/30/1995
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 05/20/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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