Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Cruickshanks is a financial advisor registered with Osaic Wealth, Inc. Jane has been working in the financial industry since 1988 and has extensive experience in providing financial planning and investment management services. Jane holds the Certified Financial Planner designation and has passed the Series 6, Series 26 and Series 63 exams. Jane also has a strong background in insurance and real estate.
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.
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.
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2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (MIAMI LAKES FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (MIAMI LAKES FL)
FL
12/19/2007 - 07/17/2020
INVESTACORP, INC. (MIAMI LAKES FL)
FL
07/18/2007 - 12/19/2007
MULTI-FINANCIAL SECURITIES CORPORATION (MIAMI LAKES FL)
FL
11/04/1999 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (MIAMI LAKES FL)
NE
04/08/1999 - 06/01/1999
LSA SECURITIES, INC. (LINCOLN NE)
CA
01/22/1997 - 04/29/1999
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
CT
12/08/1995 - 12/31/1996
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
04/13/1988 - 11/28/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/13/1988 - 11/28/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 07/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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