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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jana? Claim Your ProfileJana Reddick is a financial advisor with Ameriprise Financial Services, LLC. Jana has been working in the financial industry since 1992. Jana holds Series 3, 7, 63, and 65 licenses and is registered to offer securities and investment advisory services in 28 states. Jana has extensive experience working with high net worth individuals, trusts/estates, corporations and other businesses, and pension and profit-sharing plans. Jana is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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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NV
04/04/2024 - Present
Ameriprise Financial Services, LLC (Henderson NV)
NV
01/16/2014 - 03/08/2021
MORGAN STANLEY (LAS VEGAS NV)
NV
01/03/2011 - 01/21/2014
WELLS FARGO ADVISORS, LLC (HENDERSON NV)
NV
01/18/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (HENDERSON NV)
NV
05/29/2007 - 01/31/2008
CITIGROUP GLOBAL MARKETS INC. (LAS VEGAS NV)
NV
02/05/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (LAS VEGAS NV)
CA
11/13/2002 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
MO
06/30/2000 - 10/31/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
06/17/1992 - 07/07/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1997
Series 3 - National Commodity Futures Examination
BC
Issued 06/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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