Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Carla Desmond is a financial advisor registered with Osaic Wealth, Inc. Jane is a highly experienced financial advisor with over 40 years in the industry. Jane has expertise in financial planning, portfolio management, pension consulting and has a broad range of investment product knowledge. Jane works with individuals, businesses, pension and profit-sharing plans, high-net-worth individuals, and charitable organizations.
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
NY
10/11/2024 - Present
Osaic Wealth, Inc. (NEW YORK NY)
CA
08/01/2003 - 08/18/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
05/07/1996 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
OH
01/31/1994 - 05/09/1996
MFI INVESTMENTS CORP. (BRYAN OH)
NA
01/02/1990 - 01/31/1994
REICH & CO., INC.
NJ
04/19/1982 - 01/06/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 08/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2000
Series 24 - General Securities Principal Examination
BC
Issued 08/01/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1990
Series 7 - General Securities Representative Examination
BC
Issued 04/16/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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