Westlake Private Wealth Management

CONNECT

Address:

200 N. WESTLAKE BLVD., SUITE 202
Westlake Village, CA 91362

Phone:

818-436-6800

Fax/Other:

818-436-6804

Janet Burnett

Senior Registered Account Administrator

Professional Details

  • Twenty-one years investment experience
  • BA, Political Science and Business Administration- Ramapo College of New Jersey
  • Affilliated with Wells Fargo Advisors Financial Network since April, 2016
  • Formerly Portfolio Associate with Morgan Stanley, Senior Registered Client Service Associate with Merrill Lynch, Sales Assistant with AG Edwards and Sales Assistant with Edward Jones
  • Series 7, 31, 63, 66 registrations, variable annuity and life insurance licensed

 

Janet began her career in the financial services industry in 1995 and has recently joined Westlake Private Wealth Management as a Senior Registered Account Administrator.  She spent the bulk of her career with Morgan Stanley where she earned her securities registrations and insurance licenses.

Janet has spent the past twenty-one years servicing clients in all administrative aspects of the business.  She prides herself in establishing solid, trusted relationships and providing excellent customer service.

Janet earned her Bachelor of Arts Degree in Political Science and Business Administration from Ramapo College of New Jersey.  She lives in Thousand Oaks with her husband and dog and has two grown daughters.

Phone 805-436-6961
Fax 818-436-6804

[[Member Agent]] is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of [[agent states in which licensed]]. No insurance business may be conducted outside of these states referenced.

[[Member Agent]] is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of [[agent states in which licensed]]. As such, these services are strictly intended for individuals residing in the states referenced.

[[Member Agent]] is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of [[agent states in which licensed]]. No offers may be made or accepted from any resident outside the specific states referenced.

[[Member Agent]] is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

[[DBA Name if applicable. Delete this section if no DBA]] is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither [[DBA Name and it's employees OR Member Agent]] nor The Nautilus Group®, Eagle Strategies LLC or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals