Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Avedikian- tamberi is a financial advisor with over 40 years of experience in the industry. Jane is currently registered with LPL Financial LLC in Fresno, California and has been with the firm since 2011. Jane is also registered in Texas, Arizona, Colorado, Nevada, Oklahoma, South Carolina, and Washington. Jane has a Series 7, Series 5 and Series 63 licenses and holds the SIE. In addition to working as an investment advisor, Jane also offers real estate rental services.
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
06/22/2011 - Present
LPL Financial LLC (FRESNO CA)
CA
11/29/1995 - 05/10/2011
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NJ
07/01/1987 - 06/14/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
08/19/1980 - 06/30/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 04/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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