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JS

Janelle S. Samuels

DELOITTE CORPORATE FINANCE LLC
Dallas, TX 75201
Some features on this profile are disabled
CRD#: 6445658
JS

Professional summary

Janelle Sherima Samuels is a registered financial professional currently at DELOITTE CORPORATE FINANCE LLC located in Dallas, Texas.

Janelle is registered as a RR (Registered Representative) and started their career in finance in 2015. Janelle has worked at 5 firms and has passed the Series 63, Series 66, Series 79TO, Series 7TO and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Janelle Sherima Samuels's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 29, 2021 - Present

DELOITTE CORPORATE FINANCE LLC

Office #1: 2200 Ross Ave Suite 1600, Dallas, TX 75201
BD
CRD#: 111747
Dallas, TX
Past

March 6, 2017 - April 3, 2017

BRIGHT WEALTH MANAGEMENT, LLC

RIA
CRD#: 169771
LEWISVILLE, TX
Past

January 30, 2017 - March 7, 2017

CAPITAL ONE ADVISORS, LLC

RIA
CRD#: 136865
Plano, TX
Past

January 30, 2017 - March 7, 2017

CAPITAL ONE INVESTING, LLC

BD
CRD#: 45744
Plano, TX
Past

May 5, 2015 - August 21, 2015

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 12/5/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/28/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 6/18/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/18/2021
General Securities Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 5/5/2015
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

DC
DELOITTE CORPORATE FINANCE LLC
DELOITTE & TOUCHE CORPORATE FINANCE LLC | DELOITTE CORPORATE FINANCE LLC

CRD#: 111747 / SEC#: , 8-53196

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
111 S. Wacker Drive, Chicago, IL 60606-4301
Mailing Address
111 S. Wacker Drive, Chicago, IL 60606-4301
Phone number
(213) 688-6560
Established
Delaware since 01/02/2001
Firm type
Limited Liability Company
Fiscal year end
May
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
DELOITTE CORPORATE FINANCE HOLDING LLCPARENT (SOLE MEMBER OF LLC)
FLANIGAN, KEVAN KARLCHIEF COMPLIANCE OFFICER4374936
FRAME, WILLIAM HAMILTON PURVISCHIEF EXECUTIVE OFFICER4377290
RYAN, PATRICK JOSEPHCHIEF FINANCIAL OFFICER / FINOP4701737

Disclosures

Regulatory Event3

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

DELOITTE CORPORATE FINANCE LLC

CRD#: 111747Dallas, TX 75201

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