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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Davis Pickle is a financial advisor with UBS Financial Services Inc. based in AUSTIN, TX. Jan has been in the financial industry since 1976 and has a broad range of experience. Jan is registered with the state of Texas and holds Series 7, 63, and 65 licenses. Jan has a long history with the industry, having previously worked with firms such as ROTAN MOSLE INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jan specializes in portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and publication of periodicals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
01/01/1991 - Present
UBS Financial Services Inc. (AUSTIN TX)
NA
11/16/1978 - 01/01/1991
ROTAN MOSLE INC.
NA
09/26/1978 - 12/03/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/27/1976 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 11/05/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 01/17/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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