Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Rogers is a financial advisor with Fidelity Personal And Workplace Advisors, based in NEW YORK, NY. Jane is registered as a Registered Representative in NY, SC, and TX and as an Investment Advisor Representative in NY, SC, and TX. Jane has been in the industry since 2019. Before joining Fidelity Personal And Workplace Advisors, Jane was a financial advisor with MML INVESTORS SERVICES, LLC. Jane has a Series 63, Series 66, and Series 7TO licenses, as well as the SIE exam.
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.
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
NY
05/06/2022 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
10/12/2019 - 10/28/2021
MML INVESTORS SERVICES, LLC (New York NY)
BOTH
Issued 03/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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