Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Berardino is a financial advisor at Wells Fargo Clearing Services, LLC. Janet has been in the financial services industry since 1991 and has a strong track record of success. She is a licensed investment advisor representative and has obtained her Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Janet specializes in providing investment advice and financial planning services to individuals, businesses, and institutions. She also offers portfolio management services 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.
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
CA
03/06/2023 - Present
Wells Fargo Clearing Services, LLC (NAPA CA)
CA
05/14/2010 - 05/25/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPA CA)
CA
02/01/2007 - 05/17/2010
WELLS FARGO ADVISORS, LLC (NAPA CA)
CA
03/10/1995 - 02/01/2007
ATLAS SECURITIES, LLC (NAPA CA)
CA
08/02/1991 - 11/23/1994
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
IA
Issued 10/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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