Janet S. Mcdonald
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Janet Sue Mcdonald, who also goes by Janet Sue Reuter, was a registered financial professional .
Janet is a previously registered financial professional and started their career in finance in 2007. Janet had worked at 3 firms and has passed the Series 66, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 1, 2012 - January 6, 2014
BMO HARRIS FINANCIAL ADVISORS, INC.
August 1, 2012 - January 6, 2014
BMO HARRIS FINANCIAL ADVISORS, INC.
April 20, 2012 - August 1, 2012
M&I FINANCIAL ADVISORS, INC
April 29, 2010 - April 19, 2012
M&I INVESTMENT MANAGEMENT CORP.
October 31, 2007 - March 30, 2010
M&I FINANCIAL ADVISORS, INC
September 20, 2007 - August 1, 2012
M&I FINANCIAL ADVISORS, INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BMO HARRIS FINANCIAL ADVISORS, INC.
CRD#: 137115 / SEC#: 801-64847, 8-67064
Contact information
FINRA licenses (1 States and Territories)
Disclosures
| Regulatory Event | 7 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
