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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janette? Claim Your ProfileJanette Leigh Schad is a registered investment advisor with Gregory J. Schwartz & CO., Inc. She is a licensed agent with a current Series 63 and Series 65 and holds the Series 7 and Series 31 licenses as well. Janette has been working in the industry since April 12, 2002. She has previously worked with Putnam Retail Management Limited Partnership and Funds Distributor, Inc. Her areas of specialization are in investments, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
01/28/2010 - Present
Gregory J. Schwartz & CO., Inc. (BLOOMFIELD HILLS MI)
MA
10/03/2003 - 09/04/2007
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
ME
02/27/2001 - 11/08/2001
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
NY
12/07/1999 - 11/03/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/06/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 12/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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