Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Krueger is an active investment advisor representative who has been in the industry since February 10, 1994. Jane is currently registered with Cuso Financial Services, LP in California. Jane also holds a Series 63, Series 65, Series 7 and Series 3 license. Jane's previous employers include Financial Network Investment Corporation and Thomas F. White & Co., Incorporated. Jane is a Certified Financial Planner.
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.
1
2
CA
07/08/2004 - Present
Cuso Financial Services, LP (SAN FRANCISCO CA)
CA
11/02/1998 - 06/30/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
04/16/1997 - 11/11/1998
THOMAS F. WHITE & CO., INCORPORATED (SAN FRANCISCO CA)
NA
07/22/1982 - 09/30/1985
PATTERSON FINANCIAL SERVICES, INC.
IA
Issued 04/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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