Unclaimed
Jane Elizabeth Ircha is a financial professional with over 20 years of experience in the industry. Jane has been registered with Aegis Capital Corp. since February 2012. Previously, Jane was employed at Gunnallen Financial, Inc. and McLaughlin, Piven, Vogel Securities, Inc., as well as Neuberger & Berman Management Incorporated. Jane has a strong background in portfolio management for individuals and businesses, as well as experience in portfolio management for pooled investment vehicles. Jane holds a Series 6, 7, 63, 65 and 66 licenses and is registered with the state of New York as both a Registered Representative and an Investment Advisor Representative. Jane also has extensive experience in financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
02/13/2024 - Present
Aegis Capital Corp. (BRONXVILLE NY)
NY
02/15/2010 - 03/30/2010
GUNNALLEN FINANCIAL, INC (BRONXVILLE NY)
NY
01/28/1999 - 07/07/2005
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
NY
12/07/1992 - 06/16/1997
NEUBERGER & BERMAN MANAGEMENT INCORPORATED (NEW YORK NY)
NY
02/11/1992 - 05/21/1992
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 02/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/07/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/25/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
Not sure Jane Ircha is the right advisor for you? Invested Better is here to help.