Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Marie Snyder is an investment advisor representative with Osaic Wealth, Inc. based in Green Bay, WI. Jane has been in the financial services industry since February 18, 1986. Prior to joining Osaic Wealth, Inc., Jane was affiliated with Woodbury Financial Services, Inc. and SII Investments, Inc. She is registered with the state of Wisconsin as a broker-dealer and investment advisor. Jane specializes in providing financial planning, pension consulting, and educational seminars to individuals and businesses.
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
WI
01/19/2024 - Present
Osaic Wealth, Inc. (GREEN BAY WI)
WI
12/18/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GREEN BAY WI)
WI
10/27/1995 - 12/18/2017
SII INVESTMENTS, INC. (GREEN BAY WI)
NJ
05/20/1988 - 10/27/1995
ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)
NA
02/19/1986 - 05/20/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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