Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Rojas is a financial advisor who has been in the industry since April 1983. Jane is currently registered with WEALTHPENN.COMLLC. Jane has been with WEALTHPENN.COMLLC since June 2009. Previously, Jane was employed with UBS INTERNATIONAL INC. from May 2008 to June 2009, UBS FINANCIAL SERVICES INC. from January 2006 to May 2008, WACHOVIA SECURITIES, LLC from September 1990 to January 2006 and BOETTCHER & COMPANY, INC. from April 1983 to September 1990.
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
AZ
06/08/2009 - Present
Wealthpenn.comllc (Tucson AZ)
AZ
05/01/2008 - 06/12/2009
UBS INTERNATIONAL INC. (TUCSON AZ)
AZ
01/20/2006 - 05/09/2008
UBS FINANCIAL SERVICES INC. (TUSCON AZ)
MO
09/04/1990 - 01/23/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NA
04/19/1983 - 09/04/1990
BOETTCHER & COMPANY, INC.
IA
Issued 4/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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