Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Bennett is a financial advisor with over 6 years of experience in the financial industry. Janice is currently registered with Morgan Stanley and is located in the New York, NY branch office. Prior to joining Morgan Stanley, Janice worked for Pruco Securities, LLC., NYLIFE Securities LLC and North Ridge Securities Corp. Janice is licensed to conduct business in the state of New York.
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
NY
08/09/2021 - Present
Morgan Stanley (New York NY)
NY
09/14/2017 - 07/16/2020
PRUCO SECURITIES, LLC. (WHITE PLAINS NY)
NY
03/10/2014 - 09/07/2017
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
11/08/2013 - 02/14/2014
NORTH RIDGE SECURITIES CORP. (NEW YORK NY)
BC
Issued 12/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2020
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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