Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Scarbrough is a financial advisor registered with LPL Financial LLC in Santa Rosa, CA. Jane has over 40 years of experience in the financial services industry. She is a Certified Financial Planner™ and holds a Series 7, 24, 4, 27, 53, 63, 66, and 99TO licenses. Jane provides financial planning, portfolio management, and other advisory services to individuals, families, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/11/2012 - Present
LPL Financial LLC (SANTA ROSA CA)
CA
02/13/2004 - 09/08/2009
ASSOCIATED SECURITIES CORP. (SANTA ROSA CA)
CA
12/01/2000 - 02/17/2004
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
CT
05/26/1995 - 12/07/2000
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
SC
08/19/1991 - 03/09/1994
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
03/16/1990 - 08/22/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/16/1990 - 08/22/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NJ
09/26/1988 - 09/20/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/26/1988 - 09/20/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
08/28/1989 - 09/06/1989
PFG SECURITIES, INC.
NA
05/29/1987 - 11/25/1987
FEDERATION FOR FINANCIAL INDEPENDENCE
NA
12/19/1983 - 01/06/1987
GREAT WESTERN FINANCIAL SECURITIES CORPORATION
NA
11/01/1979 - 03/13/1984
LB ENERGY, INC.
NA
03/09/1983 - 09/20/1983
ISFA CORPORATION
NA
07/27/1979 - 09/30/1979
KENNEDY, CABOT & CO.
BOTH
Issued 03/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/1985
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/18/1984
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/06/1983
Series 4 - Registered Options Principal Examination
BC
Issued 02/14/1983
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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