Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janina? Claim Your ProfileJanina Domenica Morello is a financial professional with over 10 years of experience in the financial services industry. Janina currently works with Wells Fargo Clearing Services, LLC. Prior to that, Janina was a financial advisor at Raymond James & Associates, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, PNC Investments, and J.P. Morgan Securities LLC. Janina is registered with FINRA as a General Securities Representative and holds the following licenses: Series 7, Series 6, Series 63, and Series 65. Janina provides investment advisory services to individuals, businesses, and institutional clients.
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
GA
11/06/2023 - Present
Wells Fargo Clearing Services, LLC (CHAMBLEE GA)
GA
09/22/2022 - 11/07/2023
RAYMOND JAMES & ASSOCIATES, INC. (GAINESVILLE GA)
GA
12/03/2015 - 09/23/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DULUTH GA)
GA
01/23/2015 - 11/20/2015
PNC INVESTMENTS (CUMMING GA)
GA
10/25/2013 - 01/08/2015
J.P. MORGAN SECURITIES LLC (BUFORD GA)
IA
Issued 04/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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