Home|The Paradigm Philosophy|Investment Advisory Services|Account Center|NEWS|Contact

Janice Williams, CFA

Chief Compliance Officer and Director of Research

Series: 6, 7, 24, 53, 63, 65

New York State Insurance License: Life, Accident & Health
 

As CCO, Janice oversees the daily operations of the firm for adherence to federal securities procedures. In her role as Director of Research, she chairs the firm’s investment committee. She has over 28 years of experience in the financial services field.

 

Janice holds the Chartered Financial Analyst (CFA) designation. To attain the CFA designation, candidates must pass three levels of six-hour exams. The program curriculum progresses in complexity as one moves through the three levels, focusing on investment analysis, asset valuation, portfolio management, and wealth planning. She is a member of the CFA Society of Rochester, New York, as well as a volunteer with the CFA Institute.

 

Janice attended the United States Naval Academy at Annapolis, Maryland, and received her Bachelor of Science degree from Utica College of Syracuse University.

 

Janice is an avid runner and cyclist. As a member of the Utica Roadrunners, Roman Runners, and the Mohawk Valley Bicycling Club, she volunteers her time to various running and cycling events. She and her husband Mark reside in Clinton.


 

Check the background of this firm and investment professional on FINRA's BrokerCheck


© 2018 Paradigm Consulting, Inc. | 133 Business Park Drive, Utica, NY 13502 | All rights reserved
P: 315-797-8400 x235 | F: 315-797-8403 information@paradigmci.com |
Disclosure | Privacy Policy | Contact Us

Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC and a Registered Investment Advisor. Investment advisory and insurance services offered through Paradigm Consulting, Inc., a Registered Investment Advisor not affiliated with Royal Alliance Associates, Inc. Additional advisory services offered by Amy Mielnicki and Laurie Ann Schoen through Royal Alliance Associates, Inc.

Paradigm Consulting, Incorporated and Paradigm Benefits are separate entities.  Paradigm Benefits is not affiliated with Royal Alliance Associates, Inc.

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CT, DE, FL, IL, KS, KY, LA, MA, MD, MI, MO, MS, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Please review Important Disclosure Information