Unclaimed
Jana Singleton is a registered representative with Bofa Securities, Inc., with over 5 years of experience in the financial services industry. Jana has a strong background in investment banking and is experienced in providing research-related services to clients. Prior to joining Bofa Securities, Inc., Jana was a registered representative with WELLS FARGO SECURITIES, LLC and RABO SECURITIES USA, INC. Jana is licensed in Washington and holds the Series 7, Series 79, Series 63 and SIE licenses.
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.
Research-related 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.
Negotiated fees for research-related services
1
2
WA
09/07/2023 - Present
Bofa Securities, Inc. (SEATTLE WA)
WA
08/02/2021 - 10/23/2023
WELLS FARGO SECURITIES, LLC (Seattle WA)
NY
07/08/2014 - 03/23/2017
RABO SECURITIES USA, INC. (NEW YORK NY)
BC
Issued 08/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/09/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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