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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 Aveney Cruickshanks is a financial advisor with over 35 years of experience in the industry. Jane currently works with Osaic Wealth, INC., a firm based in Scottsdale, Arizona. Jane's primary focus is on providing financial planning services and investment advice to individuals, businesses and retirement plans. Jane is a Certified Financial Planner and has held numerous leadership positions at prior firms such as Securities America, INC., Investcorp, INC. and Legacy Financial Services, INC.. Jane has experience with a wide range of financial products and 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.
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 7/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/26/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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