Unclaimed
Brian Jansen is a financial advisor with over 30 years of experience in the financial industry. He is currently registered with Osaic Wealth, Inc. and has been with the firm since June 2024. Brian has a wide range of experience, having previously worked with Securities America, Inc., Fintegra, LLC, Financial Network Investment Corporation, U.S. Bancorp Investments, Inc., Banc One Securities Corporation, MONY Securities Corporation, Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. Brian is licensed to provide financial advice in several states, including Alabama, Arizona, District of Columbia, Florida, Illinois, Louisiana, Maine, North Carolina, Texas, and Wisconsin. He has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice and guidance.
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.
1
2
WI
06/14/2024 - Present
Osaic Wealth, Inc. (KENOSHA WI)
WI
08/28/2015 - 06/14/2024
SECURITIES AMERICA, INC. (RACINE WI)
WI
03/23/2009 - 09/10/2015
FINTEGRA, LLC (RACINE WI)
WI
06/22/2006 - 03/20/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (OAK CREEK WI)
WI
11/15/2004 - 06/09/2006
U.S. BANCORP INVESTMENTS, INC. (WEST ALLIS WI)
IL
01/12/2001 - 11/05/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
11/09/1992 - 01/09/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
09/13/1989 - 12/01/1989
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/13/1989 - 12/01/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 04/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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