Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Whitley is a financial advisor at Private Client Services, LLC, a firm that provides financial planning and investment management services to individuals, families, and businesses. Janet has been in the financial services industry since 2001 and has a wide range of experience. She holds multiple licenses and designations and has a strong understanding of investment strategies. Janet works with clients to develop personalized financial plans and help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
MO
06/30/2023 - Present
Private Client Services, LLC (St Louis MO)
MO
07/10/2017 - 07/03/2023
TRIAD ADVISORS LLC (ST LOUIS MO)
MO
01/01/2002 - 07/07/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT LOUIS MO)
WI
04/05/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 06/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2017
Series 24 - General Securities Principal Examination
BC
Issued 11/17/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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