Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Martin is a financial advisor with over 30 years of experience in the industry. Jane is a registered representative of Raymond James Financial Services Advisors, Inc. and has held this position since January 2009. Jane has experience working in different areas of finance and holds licenses in several states. Jane is based out of the Paducah, Kentucky branch of Raymond James. Jane's practice specializes in working with individuals, businesses, pension and profit sharing plans, high-net-worth individuals, insurance companies, 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KY
08/29/2013 - Present
Raymond James Financial Services Advisors, Inc. (PADUCAH KY)
FL
10/19/1988 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
BC
Issued 11/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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