Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Irene Sawyer is a financial advisor with over 20 years of experience in the financial services industry. Jane holds FINRA Series 6, 7, 9, 10, 26, 63, and 66 licenses and the SIE designation. Jane currently works at Fidelity Personal And Workplace Advisors. Prior to her current role, Jane worked at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Jane offers a range of advisory services including financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jane has an active investment advisor registration in Minnesota, New York, and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SHERBURNE NY)
MN
08/17/2004 - 05/16/2008
FIDELITY BROKERAGE SERVICES LLC (EDINA MN)
RI
08/08/1997 - 08/17/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 08/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/04/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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