Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Smith is a financial advisor with Equitable Advisors, LLC. She is a registered representative and investment advisor representative with over 28 years of experience in the financial services industry. Jane holds the Series 6, 7, 24, 26, 63, and 99TO securities licenses and is registered in all 50 states. Jane has extensive experience in portfolio management, financial planning, and pension consulting. She is dedicated to providing personalized financial advice and strategies to help her clients achieve their financial goals.
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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NC
09/20/1995 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
NY
12/17/2004 - 03/03/2006
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
07/29/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 02/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2021
Series 24 - General Securities Principal Examination
BC
Issued 02/07/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 03/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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