Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janie? Claim Your ProfileJanie Monroe is a Certified Financial Planner™ and Chartered Financial Analyst® with over 10 years of experience in the financial services industry. Janie is currently an Investment Advisor Representative with Ballentine Partners, a firm that provides financial planning, portfolio management, and other advisory services to a variety of clients, including high-net-worth individuals, families, and charitable organizations. Janie's areas of specialization include retirement planning, investment management, and estate planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Project fees
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MA
04/12/2024 - Present
Ballentine Partners (Waltham MA)
IA
Issued 08/02/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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