Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Husk Gorey is a financial professional registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jane has been in the financial industry for over 2 years. She is licensed to provide investment advice in a number of states and holds the Series 7TO, Series 63, and Series 65 licenses. Jane is also a Registered Representative. Jane is an active advisor and can provide clients with various services including portfolio management, financial planning, and pension consulting. Jane provides services to a diverse clientele, including individuals, businesses, and institutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
07/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
IA
Issued 07/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jane Gorey is the right advisor for you? Invested Better is here to help.
