Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Lordeman is a financial professional with over 27 years of experience in the financial services industry. Jane currently works with Cetera Investment Advisers LLC, where Jane is a Registered Representative. Before joining Cetera Investment Advisers LLC, Jane worked with ALLEGHENY INVESTMENTS, LTD. and Cetera Advisor Networks LLC. Jane holds a Series 7 and Series 63 license as well as the Series 65 license for Investment Advisor Representatives. Jane is also a Certified Financial Planner. Jane serves clients in Pennsylvania and in several other states.
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.
A percentage of the total value of assets under management is charged.
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2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (GETTYSBURG PA)
PA
05/08/1995 - 06/19/2018
ALLEGHENY INVESTMENTS, LTD. (GETTYSBURG PA)
IA
Issued 10/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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