Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet McCabe is a financial advisor with over 30 years of experience in the financial services industry. Janet is currently registered with TIAA-CREF Individual & Institutional Services, LLC, and has previously held positions with Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, TD Ameritrade, Inc., and First Union Brokerage Services, Inc. Janet offers a range of financial services including financial planning, selection of other advisors, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
01/19/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (MELVILLE NY)
NY
11/30/2020 - 01/16/2022
CHARLES SCHWAB & CO., INC. (New York City NY)
NY
07/01/2013 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MELVILLE NY)
NY
02/28/2013 - 06/13/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SMITHTOWN NY)
NY
08/18/2011 - 02/19/2013
USAA FINANCIAL ADVISORS, INC. (NEW YORK NY)
NY
03/19/2007 - 08/05/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MELVILLE NY)
NY
11/30/2005 - 01/30/2007
TD AMERITRADE, INC. (SMITHTOWN NY)
TX
02/18/1998 - 11/10/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NC
11/28/1995 - 01/28/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
02/23/1994 - 08/01/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
04/13/1992 - 01/01/1994
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
NA
08/18/1987 - 05/01/1992
LEHMAN BROTHERS INC.
BOTH
Issued 03/07/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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