Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Lutz is a financial advisor with over 39 years of experience. Jane has worked at Morgan Keegan & Company, Inc., Paine Webber Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Currently, Jane is an Investment Advisor Representative at B. Riley Wealth Advisors, Inc.. Jane holds the Series 3, 7, 15, 63, and 65 securities licenses and the SIE exam. Jane has experience working with individual investors, high net worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. Jane also has experience providing portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors.
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.
1
2
TX
08/27/2022 - Present
B. Riley Wealth Advisors, Inc. (Dallas TX)
TX
11/07/1994 - 04/30/2012
MORGAN KEEGAN & COMPANY, INC. (DALLAS TX)
NJ
10/27/1986 - 11/16/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
06/22/1983 - 10/30/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 07/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1990
Series 3 - National Commodity Futures Examination
BC
Issued 05/24/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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