Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Chen is a financial professional with over 20 years of experience in the industry. Jane currently works for Wells Fargo Clearing Services, LLC as a Registered Representative, and holds a Series 65 license as an Investment Advisor Representative. Jane is licensed in a number of states including California, Texas, and others, and is a Registered Principal. Previously, Jane worked for Scottrade, Inc. and Harris InvestorLine Inc. Jane specializes in providing investment consulting services to institutional clients, financial planning, pension consulting and portfolio management for 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.
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.
Investment consulting services to institutional clients
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
CA
04/21/2017 - Present
Wells Fargo Clearing Services, LLC (BURLINGAME CA)
CA
06/11/2003 - 02/02/2017
SCOTTRADE, INC. (SAN FRANCISCO CA)
WA
03/11/2002 - 05/23/2002
HARRIS INVESTORLINE INC. (SEATTLE WA)
IA
Issued 05/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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