Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janette? Claim Your ProfileJanette E Goudy is a financial advisor who has been in the industry since 2020. She is currently registered with Morgan Stanley in Atlanta, Georgia. Janette has a wide range of experience working for different financial institutions. She has previously held positions with Wells Fargo Clearing Services, LLC, Wells Fargo Bank, N.A. and Bank of the West. Janette holds the Series 7TO, SIE and Series 66 licenses. She is registered with the state of Georgia and a number of other states across the country.
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.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
GA
09/02/2021 - Present
Morgan Stanley (Atlanta GA)
CA
08/27/2020 - 08/19/2021
WELLS FARGO CLEARING SERVICES, LLC (OAKLAND CA)
BOTH
Issued 09/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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