Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Kelsey is a financial advisor with Voya Financial Advisors, Inc. located in Windsor, Connecticut. Janet has been in the financial services industry since 2002 and is registered with the state of Connecticut. Janet also has experience with other firms like Fidelity Brokerage Services LLC and Morgan Stanley. Janet offers financial planning services to individuals, businesses and charitable organizations.
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.
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
CT
03/26/2024 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
ME
04/13/2023 - 10/05/2023
MORGAN STANLEY (Portland ME)
MA
10/22/2012 - 07/09/2021
FIDELITY BROKERAGE SERVICES LLC (CAMBRIDGE MA)
NY
11/29/2010 - 09/28/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
02/18/2010 - 03/18/2010
LINCOLN INVESTMENT (WALTHAM MA)
MA
01/01/2008 - 02/21/2009
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
MA
05/04/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
RI
06/01/1998 - 10/27/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 05/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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