Unclaimed
Jane Mary Vamos has been in the financial industry since 1990 and is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Jane Mary Vamos is registered in 32 states and is also an active Investment Advisor Representative in New Jersey and Texas. Prior to her current employment, Jane Mary Vamos was employed by Morgan Stanley Smith Barney LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jane Mary Vamos holds the Series 7, Series 63, and Series 66 licenses and has been active with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2017.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
12/21/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RED BANK NJ)
NJ
06/01/2009 - 02/06/2017
MORGAN STANLEY (RED BANK NJ)
NJ
04/17/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RED BANK NJ)
NJ
10/17/1995 - 04/23/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)
NY
07/02/1993 - 12/07/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
09/20/1988 - 06/30/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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