Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jana? Claim Your ProfileJana M. Holt is a registered representative with SEI Investments Distribution Co. in OAKS, PA. Jana has been in the financial industry since November 2017. Jana holds the Series 63, SIE, and Series 7 licenses. Jana is registered with the state of Pennsylvania.
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.
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PA
01/10/2020 - Present
SEI Investments Distribution Co. (OAKS PA)
NY
11/30/2017 - 02/05/2020
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 08/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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