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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 Carmody is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jane has been in the industry since 1987 and has a wide range of experience in the financial services industry. Jane holds FINRA Series 3, 7, 63, 65 and SIE licenses. Jane's office is located in Melville, NY. Jane provides financial planning and investment management services for individual and institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
07/27/2021 - Present
Wells Fargo Advisors Financial Network, LLC (MELVILLE NY)
NY
11/09/2020 - 01/14/2021
LPL FINANCIAL LLC (GARDEN CITY NY)
NY
07/15/1996 - 10/29/2007
NFB INVESTMENT SERVICES CORP. (MELVILLE NY)
NY
04/18/1994 - 04/03/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
05/27/1987 - 01/12/1989
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 12/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/26/2020
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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