Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lane is a financial advisor with over 20 years of experience in the financial services industry. Jennifer is registered with Osaic Wealth, Inc. and is licensed to provide investment advice in Florida, Georgia, and North Carolina. Jennifer is also registered with FINRA and has a Series 65, Series 63, Series 7, Series 9, Series 10, Series 24 and Series 31 licenses. Prior to joining Osaic Wealth, Inc. Jennifer worked at Triad Advisors LLC and Raymond James Financial Services, Inc. Jennifer has extensive experience in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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.
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2
AZ
08/23/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
07/19/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
FL
12/14/2018 - 05/26/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
10/02/2008 - 05/26/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
08/16/2012 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (ST. PETERSBURG FL)
FL
05/10/2005 - 10/03/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (WINTER PARK FL)
FL
01/23/2002 - 06/02/2003
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 11/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/19/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/03/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 01/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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