Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Yarborough is a financial advisor with over 30 years of experience in the financial services industry. Jane is registered with Truist Advisory Services, Inc., and has a Series 6, Series 7, Series 24, and Series 63 license. Jane is also a Certified Financial Planner (CFP®). In addition to providing financial advice, Jane is also a member of the Board of Directors for Duke Memorial United Methodist Church in Durham, North Carolina.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
09/09/2016 - Present
Truist Advisory Services, Inc. (CHAPEL HILL NC)
NC
09/30/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
09/25/1997 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
NC
11/11/1993 - 11/13/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 11/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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