JP
Janet A. Petrik
PM ADVISORS LLC
Freehold, NJ 07728
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CRD#: 6756628
JP
Professional summary
Janet Arleen Petrik is a registered financial advisor currently at PM ADVISORS LLC located in Freehold, New Jersey.
Janet is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Janet has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
01/2004- Petrik & Murtha, LLC, non investment firm, Certified Public Accounting firm, 400 Okerson Rd, Suite 2A, Freehold NJ 07728; Partner since 2004, 40-50 hours per week (100% of time during trading hours);Accounting and Tax preparation
CRS (Client Relationship Summary) - RIA
Click below to view Janet Arleen Petrik'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®
NoneExperience
Current
April 12, 2017 - Present
PM ADVISORS LLC
Office #1: 20 Gibson Place Suite 100, Freehold, NJ 07728RIA
CRD#: 287631
Freehold, NJ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(4/12/2017)
Current Firm
PA
PM ADVISORS LLC
PM ADVISORS LLC
CRD#: 287631 / SEC#:
New Jersey
Registered Investment Advisory firm - (4/12/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
20 Gibson Place Suite 100, Freehold, NJ 07728
Mailing Address
Phone number
(732) 303-6060
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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