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About this Advisor
Janelle Williams is a financial advisor who works out of Billings, Montana with a total of 10 years of industry experience. Williams is currently employed by Morgan Stanley. They have spent their whole time as a financial advisor at Morgan Stanley. Williams holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Montana and Texas. Morgan Stanley is a business that has its headquarters in Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 advisors. It manages $1 trillion in total assets across its 2,233,188 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors depend on which services the firm provides the client. Fees billed by Morgan Stanley most likely are comprised of any blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
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Morgan Stanley Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Janelle Williams Work History
Janelle has been registered as a financial advisor for 10 years.*
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Janelle Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
West Palm Beach, FL
Walnut Creek, CA
Blue Bell, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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