Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Carlo Landi is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Paramus, NJ. Jan has over 10 years of experience in the industry, having previously worked at firms like PNC Investments, Citigroup Global Markets Inc., and Edward Jones. Jan holds licenses in New Jersey, Texas, and a number of other states and is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Jan is committed to providing personalized financial advice to individuals, families, and businesses. Jan is a graduate of [insert university] with a degree in [insert degree].
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
09/23/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PARAMUS NJ)
NJ
04/05/2023 - 07/26/2024
PNC INVESTMENTS (RIVER EDGE NJ)
NY
09/09/2022 - 04/04/2023
CITIGROUP GLOBAL MARKETS INC. (SUFFERN NY)
NJ
12/23/2019 - 09/01/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
NJ
06/30/2017 - 08/02/2018
EDWARD JONES (WESTWOOD NJ)
NJ
05/20/2016 - 06/19/2017
MORGAN STANLEY (Paramus NJ)
BOTH
Issued 06/24/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2018
Series 3 - National Commodity Futures Examination
BC
Issued 08/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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