Unclaimed
Janet Marie Bentley-Ewers is a registered representative with Truist Advisory Services, Inc. and has over 20 years of experience in the financial services industry. Janet is a highly experienced financial advisor with a proven track record of helping individuals and families achieve their financial goals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
GA
11/24/2021 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
NJ
08/26/2020 - 11/29/2021
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
02/04/2020 - 03/30/2020
ESSEX SECURITIES LLC (JERSEY CITY NJ)
GA
08/19/2019 - 03/30/2020
SAN BLAS SECURITIES LLC (ATLANTA GA)
GA
08/23/2011 - 12/11/2019
IFS SECURITIES (ATLANTA GA)
PA
08/10/2011 - 08/16/2011
KOVACK SECURITIES INC. (SCOTRUN PA)
FL
01/03/2007 - 05/12/2010
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
NJ
12/15/2004 - 11/14/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
MO
04/21/2003 - 09/29/2004
EDWARD JONES (ST. LOUIS MO)
NY
07/08/2002 - 04/17/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 06/19/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/22/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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