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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Weekley is a financial advisor with Cetera Investment Advisers LLC in Lewisville, TX. Jane has over 24 years of experience in the financial services industry and is registered as a both a broker-dealer and investment advisor. Jane is licensed in Texas and Oregon and holds licenses for Series 3, 7, 24, 63, and 65. Jane has previously worked at Presidio Financial Services, Inc. and Salomon Smith Barney Inc. Jane specializes in providing financial services to individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
Lewisville, TX
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (Lewisville TX)
TX
02/18/2000 - 10/08/2003
PRESIDIO FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
NY
01/22/1999 - 02/08/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 2/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/4/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/10/1999
Series 3 - National Commodity Futures Examination
BC
Issued 1/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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