Jane is a financial advisor who understands that there’s more to financial planning than helping you decide how to invest. Because those decisions aren’t just about money, they’re about what that money can do–for you, your family and your community.
Services
What I Do
STOCKS
Stocks are bought and sold predominantly on stock exchanges, though there can be private sales as well, and they are the foundation of nearly every portfolio.
CRYPTOCURRENCY
It’s hard to evaluate the exact number of cryptocurrencies, especially since new ones are probably being created as we speak, but current estimations stand at nearly a thousand.
REAL ESTATE
Buying, Owning and selling a home can sometimes feel like an emotional roller coaster. There are new processes to navigate and seemingly endless roadblocks to overcome.
MUTUAL FUNDS
Pool of Investment Equity, Traded in the financial market on consistent %ROI, on a Brokerage management.
INVESTMENT PLANNING
Starting up an investment plan involves more than just choosing a few stocks to put money in. You need to consider your current financial situation and your goals.
PORTFOLIO MANAGEMENT
Professional portfolio management on investments equity on consistent returns and avoiding leverage risk.
7+ Years of Experience
My Resume
NOV 18,
2010
Education Quality
Series 65 - Uniform Investment Adviser Law Examination
Investment Adviser
NOV
18,
2010
SIE - Securities Industry Essentials Examination
Broker
OCT 1,
2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Broker
JAN
22,
2008
Series 63 - Uniform Securities Agent State Law ExaminationSeries 63 - Uniform Securities Agent State Law Examination
Broker
SEP
19,
2007
2016 -
PRESENT
Job Experience
PENTEGRA DISTRIBUTORS INC. (CRD#:26249)
Broker
2016 -
PRESENT
PENTEGRA INVESTORS, INC. (CRD#:111503)
Investment Adviser
2019 -
PRESENT
FIDUCIARY CONSULTING GROUP, LLC (CRD#:147804)
Investment Adviser
2012 -
2014
ARGENTUS SECURITIES, LLC (CRD#:45915)
Investment Adviser
2013-2014
METLIFE SECURITIES INC. (CRD#:14251)
Broker and Investment Adviser
2008-2011
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JOHN HANCOCK DISTRIBUTORS LLC (CRD#:5249)
Broker
2007-2008
What Clients Say
Testimonial
Rachael
Rachael Adams
Canadaimpressive...
Her skills in the management of portfolio as well as Her advice on the type of investments one can engage in within a short time duration without incurring any loss and attaining so much profits in the end is really impressive and Her knowledge in crypto currency investments are top notch.
Walker
Dana Walker
United StatesGreat!
Jane is the most transparent financial trader I have ever invested with. I am a high net worth investor and She gives me more than enough information to make me confident in Her investment decisions. She takes Her fiduciary responsibility seriously which I have not experienced in the past 20 years of investing with any brand or firms. Great!
Charlotte
Charlotte
United Kingdompersonalized services.
She is a top notch, internationally recognized investment adviser with excellent and personalized services. Investment returns are admirable when profits are your focus. Would recommend her without reservation or qualification.
Contact
GET IN TOUCH
GET IN TOUCH
Contact MeAs your financial associate, I will support your efforts by bringing you a holistic approach to financial management.
Telegram: https://t.me/ Email: Contact@janeroykate.info