Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Hershock is a financial advisor with Wells Fargo Clearing Services, LLC. Jane has been in the industry since 1984, and her experience includes working at Prudential Securities Incorporated, PaineWebber Incorporated, and Smith Barney Inc. Jane is registered in Florida, California, Delaware, Georgia, Hawaii, North Carolina, Ohio, Pennsylvania, Tennessee, and Texas. Jane's clients include individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies. Jane holds the Series 63, 65, 7 and SIE licenses. She offers a wide range of financial planning services, including portfolio management, investment consulting, and pension consulting. Jane is committed to providing her clients with personalized financial advice and guidance.
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.
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.
Investment consulting services to institutional clients
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
FL
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (TAMPA FL)
NY
09/15/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/15/1994 - 09/29/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/24/1984 - 08/24/1994
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 03/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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