Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Wu is a financial advisor with GWN Securities Inc. Janet has been in the financial services industry for over 10 years. Janet holds Series 66, Series 7TO, and SIE licenses. Janet is registered to offer securities in the state of California. Janet is also registered as an Investment Advisor Representative in the state of California. Janet's areas of expertise include financial planning, market timing, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
CA
09/05/2024 - Present
GWN Securities Inc. (PASADENA CA)
BOTH
Issued 07/31/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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