Unclaimed
Janet Kang has been in the financial services industry since October 2009. Janet is currently registered with Fidelity Personal And Workplace Advisors and has been in this role since April 2021. Previously, Janet has also held positions at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, SANDERS MORRIS HARRIS INC., CHASE INVESTMENT SERVICES CORP., and AXA ADVISORS, LLC. Janet is licensed in 53 states and the District of Columbia. Janet is a registered representative and investment advisor representative with Fidelity Personal And Workplace 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.
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.
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.
1
2
NH
08/22/2024 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NY
07/08/2014 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
01/28/2010 - 04/23/2013
SANDERS MORRIS HARRIS INC. (NEW YORK NY)
NY
07/11/2008 - 11/03/2008
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
10/17/2006 - 07/10/2008
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Janet Kang is the right advisor for you? Invested Better is here to help.