Janel P. Manella
Professional summary
Janel Pursell Manella, CFP®, who also goes by Janel Manella, Janel Leeann Pursell, is a registered financial advisor currently at CO-MISSIONS FINANCIAL PLANNING located in Cherry Hill, New Jersey.
Janel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Janel has worked at 3 firms and has passed the Series 65, Series 66, Series 7, Series 4, Series 24, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Janel Pursell Manella's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
August 16, 2017 - Present
CO-MISSIONS FINANCIAL PLANNING
September 3, 2003 - May 22, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 3, 2003 - May 22, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 27, 2003 - September 10, 2003
WELLS FARGO CLEARING SERVICES, LLC
April 17, 2003 - September 10, 2003
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/16/2017)
Exams
Current Firm
CO-MISSIONS FINANCIAL PLANNING
CRD#: 289227 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 17 |
| AUM (Assets Under Management) | $ 2,295,839 |
Red Flags
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