Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Whiting is a financial advisor with over 15 years of experience in the industry. Janice currently works at Wells Fargo Advisors Financial Network, LLC, where she is registered as a Registered Representative (RA) in New Jersey and Texas. Janice has held previous positions at Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, and Copeland Equities, Inc. Janice is licensed to provide financial advice in numerous states and specializes in working with high-net-worth individuals, corporations, and other businesses, including insurance companies and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
NJ
08/24/2023 - Present
Wells Fargo Advisors Financial Network, LLC (RED BANK NJ)
NJ
07/12/2010 - 08/07/2023
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
NJ
05/17/2010 - 08/11/2010
MORGAN STANLEY SMITH BARNEY (MORGANVILLE NJ)
NJ
07/18/1994 - 07/31/1996
COPELAND EQUITIES, INC. (SOMERSET NJ)
BOTH
Issued 10/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Janice Whiting is the right advisor for you? Invested Better is here to help.
