Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janna? Claim Your ProfileJanna Sirmans is a financial professional with over 20 years of experience in the industry. Currently, Janna is a registered representative with Wells Fargo Clearing Services, LLC and is located in Fort Myers, Florida. She has a wide range of experience in the financial industry, having previously worked for firms such as Wells Fargo Advisors Financial Network, LLC, Morgan Stanley DW Inc., Raymond James Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Dean Witter Reynolds Inc. Janna has extensive knowledge and expertise in a variety of financial services and holds several licenses and certifications, including the Series 7, Series 63, and Series 65 licenses, and the SIE exam. She is also qualified to provide advisory services for a wide range of clients, including 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
FL
09/08/2022 - Present
Wells Fargo Clearing Services, LLC (FORT MYERS FL)
FL
09/14/2009 - 04/04/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FORT MYERS FL)
NY
03/17/2003 - 03/16/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
FL
10/03/2002 - 03/03/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
02/09/1996 - 10/02/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/31/1995 - 01/16/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2009
Series 7 - General Securities 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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