Unclaimed
Jana Barnett is an investment professional with over four decades of experience in the financial services industry. Jana is currently registered with Wells Fargo Clearing Services, LLC and has held previous roles at Prudential Securities Incorporated, Thomson McKinnon Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and A. G. Becker Incorporated. Jana specializes in providing financial planning and investment management services to individuals, businesses, and charitable organizations. She is a registered representative with Series 7 and 63 licenses, and holds the Series 65. She is a member of the Financial Industry Regulatory Authority (FINRA) and is also licensed in several states.
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.
Investment consulting services to institutional clients
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.
1
2
DC
06/28/2024 - Present
Wells Fargo Clearing Services, LLC (WASHINGTON DC)
NY
08/25/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/10/1983 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
04/01/1980 - 05/09/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/25/1978 - 02/15/1979
A. G. BECKER INCORPORATED
IA
Issued 01/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1978
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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