Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Wakely is a registered representative with Frost Investment Services. Jane has been in the financial industry since December 2011. Jane is registered to offer securities in Texas. Jane holds the Series 7TO, Series 66 and SIE licenses. Jane specializes in working with individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
02/03/2025 - Present
Frost Investment Services (SAN ANTONIO TX)
BC
Issued 08/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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