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Jana Nethery

Jana Nethery

Followers of Jana Nethery223 followers
location of Jana NetheryGreensboro, North Carolina, United States

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  • Timeline

  • About me

    CPA and District Manager of Financial Advisory Services

  • Education

    • Campbell University Southeastern Trust School

      2016 - 2016
      Trust and Estate Planning

    • University of North Carolina at Chapel Hill

      1977 - 1981
      BS/BA-Accounting

      Activities and Societies: Phi Beta Kappa, Alpha Beta Psi

  • Experience

    • SECU

      May 2010 - now

      Investment Advisor Representative (Series 6, Series 63 and Series 65)Certified Public AccountantATFA-Accredited Trust Financial AdvisorInsurance licenses in Property and Casualty, Health, Life and Long Term CareMortgage Loan OfficerAFC-Accredited Financial AdvisorTax Preparer

      • Financial Advisory Services District Manager

        Feb 2022 - now

      • Senior Financial Services Officer II

        May 2010 - Feb 2022

  • Licenses & Certifications

    • 3-Accredited Trust Financial Analyst

      ATFA

    • 5-NC Insurance Producer

      NC DOI

    • 2-Series 6, 63, 65

      FINRA

    • 1-Certified Public Accountant

      North Carolina State Board of CPA Examiners

    • 4-Accredited Financial Counselor®

      AFCPE® (Association for Financial Counseling and Planning Education®)