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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janis? Claim Your ProfileJanis Winnett is a financial advisor with Perennial Financial Services. Janis has been working in the financial industry since 1988 and has held positions with several firms. Janis is registered with FINRA and the state of Georgia. In addition to being registered with Perennial Financial Services, Janis is also registered with the state of Georgia as an Investment Advisor. Janis is a Series 7, Series 63, and Series 65 licensed professional. Janis is an active member of the financial community and has a strong commitment to providing her clients with personalized financial advice. Janis specializes in financial planning, portfolio management, and pension consulting. Janis is committed to helping her clients reach their financial goals.
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.
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.
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2
GA
11/26/2024 - Present
Perennial Financial Services (CANTON GA)
GA
07/31/2009 - 12/31/2020
SORRENTO PACIFIC FINANCIAL, LLC (Canton GA)
CA
05/07/2004 - 07/31/2009
PARTNERVEST SECURITIES, INC. (SAN JOSE CA)
NY
08/01/1991 - 05/12/2004
IFMG SECURITIES, INC. (PURCHASE NY)
NA
12/07/1990 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
MN
05/25/1988 - 12/03/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 12/10/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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