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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jana? Claim Your ProfileJana Abels is an investment advisor representative with Fidelity Personal and Workplace Advisors. Jana has been working in the financial industry since 2004 and has a Series 63 and Series 65 license. Jana is registered with the state of Massachusetts, New Jersey, and Texas. Jana is also registered with FINRA. Fidelity Personal and Workplace Advisors is a large firm with over $1 trillion in assets under management. They provide a variety of financial services, including financial planning, portfolio management, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
06/10/2020 - Present
Fidelity Personal AND Workplace Advisors (DANVERS MA)
NJ
08/18/2004 - 05/12/2020
HENNION & WALSH, INC. (PARSIPPANY NJ)
IA
Issued 12/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/13/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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