Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Christian Dyke is a financial advisor at Morgan Stanley in Milwaukee, WI. Jan has been in the financial services industry since 1996 and has a wide range of experience. Jan holds Series 6, 7, 9, 10, 31, 63 and 65 licenses and is registered to provide investment advice in over 40 states. In addition to providing investment advice, Jan also provides financial planning services to a wide range of clients, including individuals, families, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WI
06/01/2009 - Present
Morgan Stanley (Milwaukee WI)
WI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WAUWATOSA WI)
WI
09/24/2001 - 04/02/2007
MORGAN STANLEY DW INC. (WAUWATOSA WI)
MI
07/28/1997 - 09/17/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MA
08/09/1996 - 04/24/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
08/09/1996 - 01/14/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 01/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 02/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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