Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Franz is a financial advisor with over 20 years of experience in the industry. She is currently registered with Equitable Advisors, LLC, a New York-based firm that has been providing financial advice since 1989. Janet holds licenses to provide both investment advisory and brokerage services in several states including Illinois, Indiana, Texas and Wisconsin. Her career began in 1997 with The Equitable Life Assurance Society of the United States, where she served for several years before joining Equitable Advisors, LLC. Janet has demonstrated experience in a wide range of financial planning and investment 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.
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.
A percentage of the total value of assets under management is charged.
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WI
09/27/1999 - Present
Equitable Advisors, LLC (KENOSHA WI)
NY
04/24/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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