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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 Alma Massie is an Investment Advisor Representative with Avantax Advisory Services, and has been working in the financial services industry since 1997. Jane Alma Massie is registered with the state of California and is active in both the state and the securities industry. Jane Alma Massie has a Series 7, Series 6, and Series 63 license. She holds a CFP® certification as well as an Enrolled Agent designation. Jane Alma Massie provides financial planning, portfolio management, pension consulting, and educational seminars to individuals and businesses. In addition to her work at Avantax Advisory Services, Jane Alma Massie also owns and operates her own tax preparation and accounting business.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
01/01/2025 - Present
Avantax Advisory Services (SANTA CRUZ CA)
BC
Issued 12/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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