Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane-ellen? Claim Your ProfileJane-ellen Marie Wolak is a registered investment advisor representative with The Mosaic Financial Group, LLC. Jane-ellen is currently registered in Florida and Illinois. Jane-ellen has been in the industry since October 2000. The Mosaic Financial Group, LLC is a Registered Investment Advisor specializing in providing financial planning, tax preparation and portfolio management services to individuals, high net worth individuals, charitable organizations, and corporations.
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.
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.
Tax preparation
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.
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IL
12/01/2000 - Present
THE Mosaic Financial Group, LLC (CHICAGO IL)
IA
Issued 08/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1997
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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