Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Okulski is a financial advisor with Oppenheimer & Co. Inc. Jane has been in the industry since 2009. Prior to joining Oppenheimer & Co. Inc. Jane was with TRANSAMERICA FINANCIAL ADVISORS, INC and Cambridge Investment Research, Inc. Jane holds licenses in various states including, Arizona, California, Colorado, Florida, Georgia, Maryland, Massachusetts, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Jane has her Series 66, Series 7, and SIE licenses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
01/03/2018 - Present
Oppenheimer & Co. Inc. (WINSTON-SALEM NC)
NC
04/15/2016 - 12/20/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (Raleigh NC)
NC
03/31/2009 - 05/02/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (RALEIGH NC)
BOTH
Issued 08/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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