Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Miller is a financial advisor with LPL Financial LLC in Tigard, Oregon. Jane has been working in the financial industry since 2001 and has a wide range of experience in providing financial advice to individuals, families, and businesses. Jane holds the Series 7, Series 31, and Series 66 licenses. Jane also holds the Certified Financial Planner (CFP) designation. Jane is registered with the state of Oregon, Texas and a number of 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.
Consulting and other non-discretionary advisory services
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
OR
09/28/2020 - Present
LPL Financial LLC (TIGARD OR)
OR
04/17/2015 - 09/29/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TIGARD OR)
OR
06/01/2009 - 04/27/2015
MORGAN STANLEY (LAKE OSWEGO OR)
OR
10/03/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAKE OSWEGO OR)
OR
05/04/2001 - 10/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE OSWEGO OR)
BOTH
Issued 05/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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