Unclaimed
Janko Trenkoski is a financial advisor who has been in the industry since 2017. Janko is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in THE WOODLANDS, Texas and holds Series 63, 65, 66, 7, and SIE licenses. Janko has experience working with individual clients, corporations, insurance companies, high net worth individuals, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Janko also serves as a Board Member for the CFA SOCIETY OF HOUSTON.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
06/26/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (THE WOODLANDS TX)
NY
10/06/1997 - 02/25/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/23/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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