Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Margaret Barnes is a registered representative with Stifel, Nicolaus & Company, Inc. in SAN FRANCISCO, CA. Janet has been working in the securities industry since 2003. Janet is also a registered investment advisor representative with Stifel, Nicolaus & Company, Inc. in SAN FRANCISCO, CA. Janet has previously worked at CENTURY SECURITIES ASSOCIATES, INC., STIFEL, NICOLAUS & COMPANY, INCORPORATED, THOMAS WEISEL PARTNERS LLC, MORGAN STANLEY & CO. INCORPORATED, THOMAS WEISEL PARTNERS LLC, OPPENHEIMER & CO. INC., and BANC OF AMERICA SECURITIES LLC.
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.
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.
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2
CA
07/31/2012 - Present
Stifel, Nicolaus & Company, Inc. (SAN FRANCISCO CA)
CA
06/08/2012 - 07/31/2012
CENTURY SECURITIES ASSOCIATES, INC. (SAN FRANSCISCO CA)
CA
03/01/2012 - 06/11/2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN FRANCISCO CA)
CA
08/10/2010 - 03/01/2012
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
CA
07/27/2007 - 08/26/2008
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
CA
04/12/2004 - 07/30/2007
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
NY
01/12/2004 - 03/19/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
07/30/1998 - 05/31/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BOTH
Issued 12/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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