Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Marmo has been in the financial industry since February 1987. Janet is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., where Janet has been employed since November 2007. Janet has been registered in multiple states and holds licenses for a variety of financial products. Before joining Merrill Lynch, Pierce, Fenner & Smith Inc. Janet was registered with CITIGROUP GLOBAL MARKETS INC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
01/15/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (OAK BROOK IL)
IL
08/07/2006 - 11/15/2007
CITIGROUP GLOBAL MARKETS INC. (NAPERVILLE IL)
IL
02/13/2002 - 08/09/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPERVILLE IL)
NY
01/06/1987 - 10/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
09/24/1986 - 12/20/1986
OBERWEIS SECURITIES, INC.
BOTH
Issued 10/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/26/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/01/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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