Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Doherty is a registered investment advisor representative with Vanderbilt Advisory Services. Janet has over 28 years of experience in the financial services industry. Janet is registered to provide investment advice in Florida, Kentucky, New Jersey, New York, Ohio, Pennsylvania, South Carolina and Tennessee. Janet is a Series 7 and Series 63 licensed professional, and holds a Series 65 license. She is also a SIE licensed professional. Janet's areas of focus include financial planning, portfolio management for businesses and individuals, with expertise in insurance and fixed annuity products.
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.
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
NY
04/24/2024 - Present
Vanderbilt Advisory Services (Staten Island NY)
NY
02/12/2024 - 03/22/2024
CETERA ADVISORS LLC (STATEN ISLAND NY)
NY
06/15/2004 - 02/08/2024
OSAIC WEALTH, INC. (Staten Island NY)
MN
12/11/2001 - 06/11/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/11/2001 - 06/11/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
06/24/1997 - 07/30/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/21/1995 - 05/22/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
08/31/1994 - 09/21/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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