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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheldon? Claim Your ProfileSheldon Janz is a financial advisor at Morgan Stanley. Sheldon is registered with the state of Maryland as an Investment Advisor Representative. Sheldon has been in the financial services industry since 2007. Prior to joining Morgan Stanley, Sheldon worked at Wells Fargo Advisors, LLC, E*TRADE SECURITIES LLC, and Merrill Lynch. Sheldon has a strong background in financial planning and portfolio management. Sheldon holds the Series 63, Series 66, and Series 7 licenses. Sheldon is also registered with the Financial Industry Regulatory Authority (FINRA).
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/26/2014 - Present
Morgan Stanley (PURCHASE NY)
MD
02/24/2011 - 03/24/2014
WELLS FARGO ADVISORS, LLC (HUNT VALLEY MD)
NC
04/04/2007 - 07/10/2008
E*TRADE SECURITIES LLC (CHARLOTTE NC)
NY
11/12/1997 - 05/12/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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