Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claude? Claim Your ProfileClaude Roman Jansen is an investment advisor representative currently registered with Beacon Global Advisor Network, LLC. Claude is a Texas-licensed advisor who has been in the industry since at least 2016. Claude has previously worked for MWC Group Ltd, Calamatta Cuschieri Investment Services Limited, Aon Insurance Managers Malta Limited, Portcullis Asset Management Limited, and the University of Pretoria. Claude has also passed the Uniform Investment Adviser Law Examination.
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.
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.
Percentage of qualified plan assets, solicitor fees
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2
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02/14/2022 - Present
Beacon Global Advisor Network, LLC (Sliema )
IA
Issued 12/02/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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