Unclaimed
Jan Axel Tribler is a financial advisor with over 17 years of experience in the financial services industry. Jan is registered with Park Avenue Securities LLC and is a Certified Financial Planner. Jan has a strong track record of providing financial advice to individuals, families, and businesses. Jan specializes in financial planning, portfolio management, and retirement planning. Jan has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Jan is also a registered investment advisor with Park Avenue Securities LLC. This means that Jan is also qualified to provide investment advice to clients. Jan is dedicated to providing clients with personalized financial advice and is committed to building long-term relationships with them. Jan has a proven track record of success in helping clients achieve their financial goals. Jan is an active member of the community and is committed to giving back. Jan is a valuable resource for anyone looking for financial advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
HI
11/18/2024 - Present
Park Avenue Securities LLC (HONOLULU HI)
HI
07/25/2018 - 08/09/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Honolulu HI)
HI
10/12/2007 - 08/01/2018
PARK AVENUE SECURITIES LLC (HONOLULU HI)
HI
11/01/2006 - 10/02/2007
SIGNATOR INVESTORS, INC. (HONOLULU HI)
IA
Issued 02/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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