Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Anne Reilly is a financial advisor who has been in the industry since February 26, 2004. Janice currently works at Stifel, Nicolaus & Company, Inc. and has been there since September 2016. Prior to that, Janice was employed by RBC CAPITAL MARKETS, LLC in Chicago, IL. Janice is registered with FINRA and holds the Series 7, Series 66, and SIE licenses. Janice has a state exam registration in Illinois and holds an investment advisor registration in Arizona, Illinois, Michigan, and Texas. Janice is a Certified Financial Planner.
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.
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.
1
2
IL
04/13/2023 - Present
Stifel, Nicolaus & Company, Inc. (CHICAGO IL)
IL
02/26/2004 - 10/11/2016
RBC CAPITAL MARKETS, LLC (CHICAGO IL)
BOTH
Issued 03/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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