Unclaimed
Jane Holder is a financial advisor with Raymond James & Associates, Inc. based in Atlanta, GA. Jane has over 40 years of experience in the financial services industry. Jane holds the Series 7, Series 63, and SIE licenses. Jane is registered in 11 states and has a broad range of experience working with clients in different areas including individuals, corporations, insurance companies, pension and profit-sharing plans, and charitable organizations.
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.
Please see note in schedule d - miscellaneous
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.
1
2
GA
09/06/2016 - Present
Raymond James & Associates, Inc. (Atlanta GA)
GA
07/20/2012 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (ATLANTA GA)
GA
09/07/2011 - 06/28/2012
SECURITIES AMERICA, INC. (ATLANTA GA)
GA
01/26/1981 - 10/12/2009
J.P. MORGAN SECURITIES INC. (ATLANTA GA)
NA
04/24/1980 - 02/14/1981
ALLEN C. EWING & CO.
BC
Issued 07/30/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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