Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Donnelly is an experienced financial advisor with over 30 years of experience in the industry. Jane has held positions at several prominent firms including Edward Jones, Ameriprise Financial Services, LLC and Federated Securities Corp. Currently, Jane is a registered representative with LPL Financial LLC. Jane is licensed in multiple states and has extensive experience in investment advisory services, financial planning, and portfolio management.
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.
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2
NJ
04/01/2024 - Present
LPL Financial LLC (PARAMUS NJ)
NY
06/05/2020 - 06/12/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Rockaway Park NY)
NY
03/31/2008 - 06/08/2020
EDWARD JONES (ROCKAWAY PARK NY)
PA
06/14/2005 - 04/24/2008
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
TN
03/31/2000 - 01/04/2005
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
07/09/1997 - 07/21/1999
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NA
09/30/1993 - 08/08/1995
INDEPENDENT FINANCIAL SECURITIES, INC.
OR
07/17/1992 - 10/01/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
08/15/1991 - 01/23/1992
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
04/03/1990 - 11/01/1990
FINANCIAL SERVICES MARKETING, INC. (NEW YORK NY)
WI
04/23/1986 - 04/20/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 11/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/1990
Series 24 - General Securities Principal Examination
BC
Issued 08/07/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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