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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Larchey is a financial advisor with Morgan Stanley, located in Chicago, IL. Janet has been in the financial services industry since 2005 and has a wide range of experience in providing investment advice. Janet has a broad range of experience in financial planning, portfolio management, and retirement planning. Janet works with a variety of clients, including individuals, families, businesses, and retirement plans. Janet is committed to providing her clients with personalized advice and guidance that helps them achieve their financial goals. Janet is a registered representative of Morgan Stanley Smith Barney 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.
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
IL
02/26/2015 - Present
Morgan Stanley (Chicago IL)
IL
06/01/2009 - 09/26/2011
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
IL
04/18/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
BOTH
Issued 08/03/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2008
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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