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 Watson is a financial advisor with Stifel, Nicolaus & Company, Inc. Jane has been in the financial services industry since 1990 and has held previous positions with firms including Piper Jaffray & Co. Jane holds licenses including Series 63 and Series 7, and has a strong focus on providing financial planning and portfolio management services for businesses and individuals.
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.
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2
MN
07/16/2008 - Present
Stifel, Nicolaus & Company, Inc. (WAYZATA MN)
WI
01/14/2002 - 07/10/2008
PIPER JAFFRAY & CO. (DELAFIELD WI)
WI
11/27/1998 - 08/30/2000
CLEARY GULL INVESTMENT MANAGEMENT SERVICES INC. (MILWAUKEE WI)
WI
10/24/1996 - 11/27/1998
CLEARY GULL REILAND & MCDEVITT INC. (MILWAUKEE WI)
NY
07/31/1993 - 10/24/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
07/18/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 08/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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