Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Mary Olbekson is a registered investment advisor representative with Centaurus Financial, Inc. Jane is based in Anaheim, California. She has been in the securities industry since December 1, 2000. Jane holds Series 7, 63, and 65 securities licenses, and is registered to offer investment advisory services in Arizona and Oregon. She has been a registered representative with Centaurus Financial, Inc since December 2019, after previously working with FIRST ALLIED SECURITIES, INC and CITIGROUP GLOBAL MARKETS INC.
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.
1
2
CA
12/12/2019 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
OR
02/16/2007 - 12/12/2019
FIRST ALLIED SECURITIES, INC. (EUGENE OR)
OR
12/01/2000 - 02/26/2007
CITIGROUP GLOBAL MARKETS INC. (COOS BAY OR)
IA
Issued 01/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jane Olbekson is the right advisor for you? Invested Better is here to help.
