Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Siefert is a financial advisor with Stephens. Jane has over 30 years of experience in the financial services industry. Jane is registered to offer securities in 36 states and holds Series 63, Series 7, and SIE licenses. Jane is also a Registered Representative of FINRA. Prior to joining Stephens, Jane worked for MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC.. Jane specializes in helping individuals and businesses reach their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
01/21/2011 - Present
Stephens (WINSTON-SALEM NC)
NC
06/01/2009 - 02/07/2011
MORGAN STANLEY SMITH BARNEY (WINSTON-SALEM NC)
NC
12/19/1990 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WINSTON-SALEM NC)
BC
Issued 01/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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