Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Voorhees is a financial advisor with over 30 years of experience in the industry. Jane is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with Hightower Advisors, LLC, a registered investment advisor. She has held previous positions with UBS Financial Services Inc., Kemper Securities Group, Inc., Boettcher & Company, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jane has a wide range of experience, and is committed to providing her clients with personalized financial advice and guidance. She is dedicated to helping her clients reach their financial goals and is committed to building long-lasting relationships with them.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
02/11/2021 - Present
Hightower Advisors, LLC (MELVILLE NY)
NY
10/08/1992 - 11/18/2013
UBS FINANCIAL SERVICES INC. (MELVILLE NY)
MO
09/04/1990 - 10/11/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
04/24/1990 - 09/04/1990
BOETTCHER & COMPANY, INC.
NA
03/19/1985 - 04/22/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 02/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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