Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Zaloga is an investment professional with over 39 years of experience in the financial services industry. She has held Series 7, 63, and 65 licenses and is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Janet has been employed with Merrill Lynch since 1983. Janet is a seasoned advisor and has a long history of helping clients with a variety of financial needs. She has a broad range of experience serving individual clients, high-net-worth individuals, businesses, corporations, and retirement plans. Janet provides financial advisory services including portfolio management for individuals and businesses, performance measurement reporting, allocation modeling, investment policy statements, and research reports and 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
FL
07/19/1996 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CLEARWATER FL)
IA
Issued 9/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
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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