Unclaimed
Jan Arild Nilsen is a financial advisor with Valic Financial Advisors, Inc. in Mount Laurel, NJ. Jan has over 28 years of experience in the financial services industry. Jan is registered with the state of New Jersey, and several other states. Jan has passed the Series 6, 7, 26 and 66 exams. Jan holds the SIE designation and is a registered representative of Valic Financial Advisors, Inc. Jan specializes in financial planning, portfolio management, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
NJ
02/19/2016 - Present
Valic Financial Advisors, Inc. (MOUNT LAUREL NJ)
NY
11/28/2005 - 09/18/2006
METLIFE SECURITIES INC. (JERICHO NY)
NY
11/28/2005 - 09/18/2006
METROPOLITAN LIFE INSURANCE COMPANY (JERICHO NY)
NJ
09/22/1994 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
BOTH
Issued 08/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jan Nilsen is the right advisor for you? Invested Better is here to help.