Unclaimed
Jane Davey Ridenour is a financial advisor with LPL Financial LLC, a well-established firm with a strong reputation in the financial industry. Jane is a registered representative with over 20 years of experience in the securities industry. Jane has a strong commitment to providing her clients with personalized financial advice and helping them reach their financial goals. Jane is dedicated to helping her clients understand their financial situation and develop a plan to meet their specific needs. Jane has earned a number of professional designations, including the Series 7 and Series 63 licenses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
12/02/2002 - Present
LPL Financial LLC (SACRAMENTO CA)
NY
01/26/2001 - 06/13/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
WI
05/03/1999 - 12/12/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 03/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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