Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Goodyear is a financial advisor with over 20 years of experience in the industry. Jane is registered with the state of South Carolina and has a Series 7, Series 63, and Series 66 license. Jane currently works with Independent Advisor Alliance, LLC, an independent investment advisor firm. Prior to that, Jane worked with JANNEY MONTGOMERY SCOTT LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jane provides financial planning and investment management services for individuals, families, and businesses. Jane also works with 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.
1
2
SC
07/06/2022 - Present
Independent Advisor Alliance, LLC (Columbia SC)
SC
03/31/2016 - 06/23/2022
JANNEY MONTGOMERY SCOTT LLC (COLUMBIA SC)
SC
03/04/2014 - 03/22/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA SC)
SC
10/15/2010 - 02/26/2014
STEPHENS (COLUMBIA SC)
SC
05/14/2004 - 10/06/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA SC)
NJ
08/28/2001 - 05/10/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 02/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jane Goodyear is the right advisor for you? Invested Better is here to help.
