Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane B Whittemore is a financial advisor with over 30 years of experience in the industry. Jane is currently registered with Capitol Securities Management, Inc. in Virginia and Florida. Jane has previously held positions with LPL Financial LLC, Allied Beacon Partners, Inc., American Beacon Partners, Inc., Community Bankers Securities, LLC, Wachovia Securities, LLC, Wachovia Securities, Inc. and Smith Barney, Harris Upham & Co., Incorporated. Jane has a strong background in securities and investment advising and holds several licenses and certifications including Series 7, Series 52TO, SIE, Series 63, Series 66, Series 24, and Series 53. Jane specializes in financial planning, portfolio management, and pension consulting. Jane works with a variety of clients, including individuals, high-net-worth individuals, trusts, estates, corporations, and pension and profit-sharing plans. Jane is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
VA
10/04/2016 - Present
Capitol Securities Management, Inc. (GLEN ALLEN VA)
SC
12/20/2013 - 01/31/2014
LPL FINANCIAL LLC (FORT MILL SC)
VA
09/15/2009 - 09/25/2013
ALLIED BEACON PARTNERS, INC. (RICHMOND VA)
WI
10/29/2010 - 02/22/2011
AMERICAN BEACON PARTNERS, INC. (EAU CLAIRE WI)
VA
08/01/2008 - 12/23/2009
COMMUNITY BANKERS SECURITIES, LLC (RICHMOND VA)
VA
06/15/2002 - 08/06/2008
WACHOVIA SECURITIES, LLC (RICHMOND VA)
NC
03/21/1991 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
12/06/1990 - 03/22/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 08/31/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/15/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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