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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 who has been in the industry since 1999. Jane is currently registered with Cetera Investment Advisers LLC and has previously been affiliated with Presidio Financial Services, Inc. and Salomon Smith Barney Inc. Jane's specializations include financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars. Jane offers financial services to individuals, high net worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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 (SAN ANTONIO 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 02/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1999
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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