Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane McCarthy is a financial advisor with over 30 years of experience in the financial services industry. Jane has a broad range of experience with Equitable Advisors, LLC where she has provided financial advice to individuals, families, and businesses. She is also a registered representative with Series 6, 7, 63, and 65 licenses and holds the SIE designation. Jane is committed to providing her clients with personalized financial advice and guidance. Jane McCarthy works out of the Equitable Advisors, LLC Red Hook, NY branch office.
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
NY
05/14/2024 - Present
Equitable Advisors, LLC (RED HOOK NY)
NY
01/10/1994 - 10/31/2005
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
NY
04/06/1993 - 01/10/1994
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 11/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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