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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Margaret Lichtsinn is an investment advisor representative (IAR) licensed in Indiana with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a registered investment advisor based in Scottsdale, Arizona. Jane Lichtsinn has over 20 years of experience in the financial services industry. Jane Lichtsinn offers a variety of services to individuals and businesses, including financial planning, portfolio management, pension consulting, and educational seminars. Jane Lichtsinn is committed to providing her clients with personalized financial advice and guidance.
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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AZ
08/31/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
05/05/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
05/05/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
05/05/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
05/05/2021 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/04/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
IN
11/22/2019 - 09/18/2020
LPL FINANCIAL LLC (AUBURN IN)
IN
10/21/2015 - 05/22/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
IN
09/25/2002 - 05/21/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/25/2002 - 04/12/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 06/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2005
Series 24 - General Securities Principal Examination
BC
Issued 05/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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