Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Khalaf is a financial advisor at LPL Financial LLC. Jane has been in the industry since November 2010 and has experience working at UBS Financial Services Inc. and Edward Jones. Jane has a Series 7, Series 66, and SIE license and is registered in 12 states for both Broker Dealer and Investment Advisor. Jane is a Certified Financial Planner™ professional and is committed to providing financial planning and investment management services to individuals, families, and businesses. Jane is also committed to helping her clients achieve their financial goals. Jane has a passion for helping people plan for their financial future.
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
11/09/2022 - Present
LPL Financial LLC (LOS ALTOS CA)
CA
09/05/2014 - 11/08/2022
EDWARD JONES (PALO ALTO CA)
CA
11/11/2010 - 09/15/2014
UBS FINANCIAL SERVICES INC. (IRVINE CA)
BOTH
Issued 03/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jane Khalaf is the right advisor for you? Invested Better is here to help.
