Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Williams is a financial advisor with Wells Fargo Clearing Services, LLC, located in Hilton Head Island, SC. Janet has been in the financial industry since 1998 and is registered with the states of South Carolina, Texas, and many others. She is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Janet offers a wide range of financial services, including investment consulting, financial planning, and portfolio management.
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.
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.
Investment consulting services to institutional clients
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
SC
07/05/2023 - Present
Wells Fargo Clearing Services, LLC (HILTON HEAD ISLAND SC)
SC
01/21/2011 - 07/06/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HILTON HEAD ISLAND SC)
SC
06/01/2009 - 02/01/2011
MORGAN STANLEY SMITH BARNEY (HILTON HEAD SC)
SC
03/14/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HILTON HEAD SC)
GA
01/23/1998 - 03/29/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 03/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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