Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Robinson is an experienced financial advisor with over 39 years in the industry. Jane is registered with UBS Financial Services Inc. and has a series 63, 65, and 7 licenses. Jane has previously been registered with Wachovia Securities, LLC and Prudential Securities Incorporated. Jane provides a wide range of financial services including financial planning, portfolio management for individuals and businesses, educational seminars, and pension consulting. Jane is passionate about helping clients achieve their financial goals and believes in building strong, long-lasting relationships with each of her clients.
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
PA
07/26/2016 - Present
UBS Financial Services Inc. (PHILADELPHIA PA)
PA
07/01/2003 - 07/31/2007
WACHOVIA SECURITIES, LLC (PHILADELPHIA PA)
NY
01/25/1984 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
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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