Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Van de voort is a financial advisor in Appleton, Wisconsin. Jane has been in the industry since 2005 and is currently registered with Private Client Services, LLC. Jane provides financial planning, portfolio management, and educational seminars to individuals, corporations, and other businesses. Jane has a strong understanding of the financial markets and is committed to providing her clients with the best possible service.
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.
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2
WI
03/26/2018 - Present
Private Client Services, LLC (Appleton WI)
FL
02/14/2017 - 03/19/2018
INVEST FINANCIAL CORPORATION (TAMPA FL)
CA
02/13/2017 - 03/19/2018
NATIONAL PLANNING CORPORATION (EL SEGUNDO CA)
WI
09/29/2011 - 03/19/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
09/29/2011 - 03/19/2018
SII INVESTMENTS, INC. (APPLETON WI)
CA
02/24/2012 - 06/06/2013
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
WI
08/25/2006 - 12/14/2009
CHARLES SCHWAB & CO., INC. (APPLETON WI)
WI
12/12/2003 - 08/22/2006
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
BOTH
Issued 08/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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