Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Andrews Baerny is a financial advisor with Momentum Independent Network Inc. Jane is a registered representative and has been in the industry since 1985. She has been with Momentum Independent Network Inc. since January 3, 2023. Previously, Jane worked at NTB FINANCIAL CORPORATION, PACIFIC WEST SECURITIES, INC., NATIONAL SECURITIES CORPORATION, PMG SECURITIES CORPORATION, RAGEN MACKENZIE INCORPORATED, and SHEARSON LEHMAN BROTHERS INC. Jane specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Jane holds the Series 63, SIE, and Series 7 licenses. She is registered to offer securities in 32 states, including Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Indiana, Iowa, Kansas, Kentucky, Louisiana, Michigan, Minnesota, Missouri, Montana, Nebraska, New Jersey, New Mexico, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
12b-1 fees
1
2
WA
01/03/2023 - Present
Momentum Independent Network Inc. (Woodinville WA)
CO
02/14/2012 - 12/31/2022
NTB FINANCIAL CORPORATION (HIGHLANDS RANCH CO)
WA
06/13/2006 - 02/13/2012
PACIFIC WEST SECURITIES, INC. (KIRKLAND WA)
FL
04/30/2002 - 06/13/2006
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
IL
03/14/2002 - 04/30/2002
PMG SECURITIES CORPORATION (ELGIN IL)
FL
06/01/1993 - 03/05/2002
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
CA
10/07/1991 - 06/14/1993
RAGEN MACKENZIE INCORPORATED (SAN FRANCISCO CA)
FL
04/01/1989 - 10/09/1991
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
CA
08/25/1987 - 02/25/1989
MURPHEY FAVRE, INC. (IRVINE CA)
NA
05/23/1985 - 09/08/1987
SHEARSON LEHMAN BROTHERS INC.
BC
Issued 05/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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