Unclaimed
Jane Dasilva is a registered representative with Forge Securities LLC. Jane is a licensed Series 7, 63, 27, 99 and SIE professional. Jane has been in the industry since August 2017, holding a current registration in California and New York.
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.
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.
1
2
CA
08/23/2017 - Present
Forge Securities LLC (SAN FRANCISCO CA)
BC
Issued 12/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2020
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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