Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Ballard Fontaine is a financial advisor at Ameriprise Financial Services, LLC. Jane has been a registered representative since May 1981. She holds the Series 6, 7, 63, and 65 securities licenses, as well as the SIE exam. Jane specializes in providing financial planning, asset allocation, and investment management services to individual clients and businesses. She also offers educational seminars and publication of periodicals. Jane has worked in the financial services industry since 1981 and has been with Ameriprise Financial Services, LLC since 2018. She is a Certified Financial Planner and a Chartered Financial Consultant.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
FL
06/22/2018 - Present
Ameriprise Financial Services, LLC (Ocala FL)
FL
05/11/1981 - 06/28/2018
AXA ADVISORS, LLC (OCALA FL)
NY
05/11/1981 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jane Fontaine is the right advisor for you? Invested Better is here to help.
