Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Talis is an active investment advisor representative with &partners, LLC, a firm with offices in Mendham, NJ and Nashville, TN. Janet is also registered as an investment advisor in NJ and TX. Janet has been in the financial industry since 2007 and has previously worked for WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC. Janet holds licenses for Series 66, Series 10, Series 9, Series 99TO, Series 7 and the SIE exam. Janet provides various advisory services including financial planning, pension consulting 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.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
NJ
03/07/2024 - Present
&partners (MENDHAM NJ)
NJ
01/01/2008 - 01/25/2024
WELLS FARGO CLEARING SERVICES, LLC (SHORT HILLS NJ)
NJ
11/14/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MORISTOWN NJ)
BOTH
Issued 07/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/12/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Janet Talis is the right advisor for you? Invested Better is here to help.
