Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Elizabeth Morgan is a financial advisor registered with UBS Financial Services Inc. Jane is licensed to provide investment advice in Pennsylvania and Texas. Jane has over 30 years of experience in the financial services industry and has held licenses and registrations with several firms including KIDDER, PEABODY & CO. INCORPORATED, and LOWRY, BITTEL, PERROT & CO. SECURITIES, INC.. Jane earned the Series 63, Series 65, and Series 7 licenses, as well as the SIE license, and has a long history of serving clients in a variety of specializations.
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.
See schedule d - miscellaneous
1
2
PA
09/29/2014 - Present
UBS Financial Services Inc. (PHILADELPHIA PA)
NY
01/05/1987 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
12/17/1985 - 04/10/1987
LOWRY, BITTEL, PERROT & CO. SECURITIES, INC.
IA
Issued 01/10/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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