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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jannah? Claim Your ProfileJannah Devine is an active investment advisor representative at Rockefeller Financial LLC in Los Angeles, California. Jannah has been in the industry since 2005, and previously worked for UBS Financial Services Inc. and Mercer Allied Company, L.P. Jannah is registered with the Financial Industry Regulatory Authority (FINRA) and holds several licenses, including Series 7, 9, 10, 66, and SIE. Jannah specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and high net worth individuals. Rockefeller Financial LLC is a well-established firm that provides a wide range of financial services to clients. The firm has been in business for over 100 years and has a strong reputation for providing high-quality financial advice.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/27/2023 - Present
Rockefeller Financial LLC (Los Angeles CA)
CA
03/20/2012 - 05/11/2021
UBS FINANCIAL SERVICES INC. (IRVINE CA)
CA
03/01/2005 - 01/24/2012
MERCER ALLIED COMPANY, L.P. (IRVINE CA)
BOTH
Issued 03/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/03/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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