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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Stevens is a financial advisor with Morgan Stanley in Portland, ME. Jane has been in the industry since 2013 and has experience in both brokerage and investment advisory services. Jane holds licenses to sell securities in multiple states, including Maine and Texas, and has passed exams covering a variety of investment products and services. Jane's previous firm was Northwestern Mutual Investment Services, LLC, and she also has experience in insurance sales. Jane has a diverse clientele that includes individuals, families, trusts, and businesses.
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
ME
04/08/2022 - Present
Morgan Stanley (Portland ME)
ME
02/26/2013 - 02/07/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PORTLAND ME)
IA
Issued 02/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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