Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Marcella Perri is a financial advisor with over 16 years of experience in the industry. Janet is registered with Morgan Stanley in New York, NY. Janet is a Series 7, 31, and 66 licensed professional. Janet has been with Morgan Stanley since 2009. Previously, Janet worked for Wachovia Securities, LLC and Morgan Stanley DW Inc. Janet has experience in various areas of financial advice and provides a wide range of services including financial planning, pension consulting, portfolio management for individuals and businesses, and asset allocation advice.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
09/18/2009 - Present
Morgan Stanley (New York NY)
FL
05/15/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NAPLES FL)
FL
11/20/2006 - 04/30/2007
WACHOVIA SECURITIES, LLC (NAPLES FL)
FL
08/25/2005 - 05/01/2006
MORGAN STANLEY DW INC. (NAPLES FL)
BOTH
Issued 11/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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