Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Rae Callan is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 25 years of experience in the financial services industry. She is licensed in 44 states and the District of Columbia. Janet has worked at several prominent firms, including Royal Alliance Associates, Inc. and Robert W. Baird & Co. Incorporated. Her expertise includes portfolio management for businesses and individuals, providing research reports and services, and offering pension consulting. Janet is dedicated to providing comprehensive financial advice and guidance to her clients.
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
WI
11/01/2005 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MADISON WI)
AZ
07/08/2004 - 05/24/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
WI
11/07/1995 - 02/09/2004
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 12/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1995
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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