Unclaimed
Jana Kennedy Stoermer is a financial advisor in Tyler, TX. Jana has been a registered representative for over 25 years and has worked for several firms, including MML Investors Services, LLC, A.G. Edwards & Sons, Inc., and Fahnestock & Co. Inc. Currently, Jana is associated with Cambridge Investment Research, Inc. and has been with them since August 2013.
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.
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.
1
2
TX
08/01/2013 - Present
Cambridge Investment Research, Inc. (TYLER TX)
TX
07/07/2003 - 06/05/2013
MML INVESTORS SERVICES, LLC (TYLER TX)
MO
08/14/2002 - 06/12/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
07/26/2002 - 08/14/2002
FAHNESTOCK & CO. INC. (NEW YORK NY)
MO
10/02/1997 - 06/18/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
AR
11/13/1996 - 10/07/1997
FIRST COMMERCIAL INVESTMENTS, INC. (LITTLE ROCK AR)
IA
Issued 11/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jana Stoermer is the right advisor for you? Invested Better is here to help.