Unclaimed
Jane Qian Wang has been in the financial services industry since July 24, 2003. Jane is currently registered with Cetera Investment Services LLC and is located in Rowland Heights, CA. Jane has previously been registered with Citigroup Global Markets Inc. and Citicorp Investment Services. Jane holds Series 6, Series 63, and SIE licenses and is registered in California.
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
08/29/2012 - Present
Cetera Investment Services LLC (Rowland Heights CA)
CA
05/29/2007 - 12/08/2010
CITIGROUP GLOBAL MARKETS INC. (ROWLAND HEIGHTS CA)
CA
11/02/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (ROWLAND HEIGHTS CA)
BC
Issued 12/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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