Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Weinstein Mercadante is a financial advisor with Davenport & Co. LLC. Janet has been a registered representative since 1990 and holds Series 7, 63, 24, and SIE licenses. Janet has experience with a variety of firms, including Wells Fargo Clearing Services, LLC, BB&T Securities, LLC, and Truist Investment Services, Inc. Janet's current registrations include Texas and Virginia for broker-dealer and investment advisor. Janet specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
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.
12b-1 fees and/or shareholder servicing fees
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2
VA
07/20/2021 - Present
Davenport & Co. LLC (VIRGINIA BEACH VA)
VA
02/17/2021 - 07/21/2021
TRUIST INVESTMENT SERVICES, INC. (VIRGINIA BEACH VA)
VA
04/06/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
07/01/2003 - 04/10/2017
WELLS FARGO CLEARING SERVICES, LLC (NORFOLK VA)
NY
07/14/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NC
05/26/1993 - 01/08/1998
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
MA
10/22/1992 - 05/13/1993
JMC FINANCIAL CORPORATION (BOSTON MA)
MN
07/17/1990 - 09/29/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/17/1990 - 09/29/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/03/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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