Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jana? Claim Your ProfileJana Hunt Calongne is an investment advisor representative with Ameriprise Financial Services, LLC. Jana is a seasoned professional with over 20 years of experience in the financial services industry, including roles at Comerica Securities, Citi Private Advisory, LLC, Citigroup Global Markets Inc., Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Jana holds a Series 7, 10, 24, 63 and 65 licenses. Jana specializes in providing financial planning and investment advice to individuals, families, and businesses, including retirement planning, college savings, estate planning, and insurance needs.
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.
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.
Asset allocation services
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
TX
11/03/2023 - Present
Ameriprise Financial Services, LLC (Houston TX)
TX
08/17/2021 - 11/03/2023
COMERICA SECURITIES (HOUSTON TX)
TX
03/28/2017 - 04/21/2021
CITI PRIVATE ADVISORY, LLC (Houston TX)
TX
11/09/2015 - 04/21/2021
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
TX
01/03/2011 - 09/30/2015
WELLS FARGO ADVISORS, LLC (HOUSTON TX)
TX
09/30/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (HOUSTON TX)
IL
06/24/2004 - 08/25/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
11/23/2001 - 05/24/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
10/11/2001 - 01/06/2003
J.P. MORGAN SECURITIES OF TEXAS, INC. (HOUSTON TX)
NY
10/26/2000 - 10/31/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 08/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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