Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janette? Claim Your ProfileJanette Monica Schwendeman is a financial advisor with over a decade of experience in the industry. Janette is currently registered with Graystone Partners Wealth Management, LLC in Arizona and Texas. Before joining Graystone Partners, Janette worked with LPL Financial LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., and Wells Fargo Advisors, LLC. Janette holds Series 7 and Series 66 licenses and has earned the Certified Financial Planner designation. Janette specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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.
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.
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AZ
06/03/2020 - Present
Graystone Partners Wealth Management, LLC (TEMPE AZ)
AZ
05/27/2015 - 10/23/2015
LPL FINANCIAL LLC (PHOENIX AZ)
CO
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (BROOMFIELD CO)
CA
07/23/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PACIFIC PALISADES CA)
CA
01/03/2011 - 06/27/2011
WELLS FARGO ADVISORS, LLC (BREA CA)
CA
11/12/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BREA CA)
BOTH
Issued 11/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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