Unclaimed
Gary Jansen is a financial advisor based in Chicago, Illinois. Gary has been in the financial industry since September 1, 1993. Gary is currently registered with B. Riley Wealth Advisors, Inc. Gary previously worked at Wachovia Securities, LLC and Prudential Securities Incorporated. Gary specializes in providing financial advice to individuals, businesses, corporations, investment companies, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Gary is also a licensed investment advisor representative in Illinois.
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
IL
08/27/2022 - Present
B. Riley Wealth Advisors, Inc. (Chicago IL)
MO
07/01/2003 - 10/21/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
09/02/1993 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/08/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2003
Series 3 - National Commodity Futures Examination
BC
Issued 02/12/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Jansen is the right advisor for you? Invested Better is here to help.