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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 McKenzie is a Registered Representative with Cambridge Investment Research Advisors, Inc. Jane has been in the securities industry since 2000 and has experience with A.G. Edwards & Sons, Inc., Baikie & Alcantara Inc., Citigroup Global Markets Inc., Morgan Stanley Smith Barney and Protected Investors of America. Jane's current registration is active in California and she is also registered in Arizona, Florida, Hawaii, Nevada and Washington. Jane has passed Series 63, Series 7 and SIE exams.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
06/10/2016 - Present
Cambridge Investment Research Advisors, Inc. (Santa Cruz CA)
CA
09/06/2011 - 07/22/2016
PROTECTED INVESTORS OF AMERICA (SANTA CRUZ CA)
CA
06/01/2009 - 09/21/2011
MORGAN STANLEY SMITH BARNEY (CAPITOLA CA)
CA
10/17/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CAPITOLA CA)
MO
03/27/2000 - 10/23/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CA
01/31/2000 - 03/16/2000
BAIKIE & ALCANTARA INC. (SANTA CRUZ CA)
BC
Issued 02/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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