Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jana? Claim Your ProfileJana Schell Scott is a financial advisor with over 30 years of experience in the industry. Currently, Jana is registered with Morgan Stanley as a Registered Representative and Investment Advisor Representative. Jana has a broad range of experience and holds Series 7, 10, 9, 23, 24, 63, 65, and 66 licenses. Jana has previously worked at several firms, including Concourse Securities LLC, Purshe Kaplan Sterling Investments, and Citigroup Global Markets Inc. Jana's past roles included a variety of positions such as financial advisor, registered representative, and investment advisor representative.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CO
02/07/2018 - Present
Morgan Stanley (Denver CO)
GA
05/24/2013 - 07/26/2013
CONCOURSE SECURITIES LLC (ALPHARETTA GA)
GA
03/30/2012 - 01/04/2013
PURSHE KAPLAN STERLING INVESTMENTS (ATLANTA GA)
GA
08/02/2011 - 12/18/2012
HA&W STRATEGIC PARTNERS, LLC (ATLANTA GA)
GA
07/12/2011 - 04/03/2012
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
06/01/2009 - 04/28/2010
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
05/14/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NY
01/12/1996 - 05/16/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/30/1993 - 11/02/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/14/1990 - 10/16/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
07/07/1989 - 04/03/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
06/12/1986 - 09/16/1988
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 01/17/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/07/2011
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 12/08/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/06/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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