Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jana? Claim Your ProfileJana Marie Cusack is a registered representative with Wells Fargo Advisors Financial Network, LLC. She is a licensed investment advisor representative in Idaho and has been in the financial services industry since November 2019. Jana's previous experience includes working as a registered representative with Wells Fargo Clearing Services, LLC. She holds Series 66, Series 7TO, and SIE licenses. Jana specializes in providing financial planning, portfolio management for businesses and individuals, and investment consulting services to institutional clients.
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.
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2
ID
04/14/2021 - Present
Wells Fargo Advisors Financial Network, LLC (POCATELLO ID)
ID
11/16/2019 - 01/07/2021
WELLS FARGO CLEARING SERVICES, LLC (POCATELLO ID)
BOTH
Issued 04/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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