Neil Janis (CRD# 4341335) is an Investment Advisor Representative working at Janis Financial, LLC in Bainbridge Island, WA and has over 23 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Janis Financial, LLC | Poulsbo, WA | Jul 2007 - Current | 16 |
| Aig Financial Advisors, Inc. | Phoenix, AZ | Oct 2005 - Current | 18 |
| Icm | Woodland Hills, CA | Aug 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2006 |
- CA
- WA
-
Total Assets Under Management21MILLIONS
-
Total Number of Accounts160ACCOUNTS
-
Average Account Value$133,830
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, WA
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