Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Bartosik is an investment advisor representative at Empower Advisory Group, LLC. Jane has been in the securities industry since October 30, 2003. Jane is registered with FINRA and the state of Colorado. Jane has a Series 66, Series 63, Series 10, Series 9, SIE, Series 55 and Series 7 license. Jane is also registered with the state of Colorado as an investment advisor representative. Jane has experience providing financial planning and portfolio management services to individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
CO
02/20/2020 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
NJ
01/20/2005 - 04/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
01/02/2004 - 11/19/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/09/2003 - 10/22/2003
SCHONFELD SECURITIES, LLC (JERICHO NY)
BOTH
Issued 02/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/25/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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