Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Zimmerman is a financial advisor with over 30 years of experience in the industry. Jane currently works for UBS Financial Services Inc., a firm with a strong track record of providing financial guidance to a wide range of clients, including individuals, families, businesses, and institutions. Jane is a registered representative of UBS Financial Services Inc. and holds various professional licenses and certifications. Jane has specialized in financial planning, portfolio management, and investment advisory services.
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.
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.
See schedule d - miscellaneous
1
2
FL
04/22/1994 - Present
UBS Financial Services Inc. (Hallandale Beach FL)
NY
07/31/1993 - 05/02/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/29/1983 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
05/24/1982 - 02/09/1984
PAINE, WEBBER, JACKSON & CURTIS INC.
IA
Issued 09/18/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1983
Series 5 - Interest Rate Options Examination
BC
Issued 10/06/1982
Series 3 - National Commodity Futures Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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