Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Susan Ross-schriber is a financial professional with over 30 years of experience in the industry. Jane is currently registered with Oppenheimer & Co. Inc. and is a Series 7, Series 10, Series 24, Series 63, Series 79, and SIE licensed professional. Jane has previously worked with CIBC WORLD MARKETS CORP., CIBC WOOD GUNDY SECURITIES CORP., THE ARGOSY SECURITIES GROUP, L.P. and BEAR, STEARNS & CO. INC. Jane's areas of expertise include financial planning, portfolio management, pension consulting and selection of other advisors.
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.
1
2
CA
01/14/2008 - Present
Oppenheimer & Co. Inc. (LOS ANGELES CA)
CO
11/03/1997 - 01/14/2008
CIBC WORLD MARKETS CORP. (DENVER CO)
NY
09/01/1995 - 11/03/1997
CIBC WOOD GUNDY SECURITIES CORP. (NEW YORK NY)
NY
01/13/1994 - 09/01/1995
THE ARGOSY SECURITIES GROUP, L.P. (NEW YORK NY)
NY
04/17/1991 - 11/09/1993
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
09/23/1983 - 09/09/1986
L. F. ROTHSCHILD, UNTERBERG, TOWBIN, INC.
BC
Issued 07/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/17/1983
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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