Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jana? Claim Your ProfileJana Darlene Waters is a financial advisor with over 23 years of experience in the industry. She is a Certified Financial Planner and registered with Prospera Financial Services, Inc. Jana has a wide range of experience providing financial planning and portfolio management services to individuals, corporations, trusts, pension plans, and other entities. She is licensed to provide services in 14 states, including Texas, California, Arizona, and Georgia.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
02/12/2003 - Present
Prospera Financial Services, Inc. (DALLAS TX)
BC
Issued 06/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 05/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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