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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 Doernte is an investment advisor representative with Morgan Stanley. Jan has been in the industry since 2012 and has passed a number of industry exams, including the Series 6, Series 7, Series 63, and Series 65. Jan is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in a number of states. Jan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutional clients. Jan is a registered investment advisor representative of Morgan Stanley Smith Barney LLC. Jan is a member of the Morgan Stanley team and is committed to providing clients with the highest level of service.
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
CA
12/12/2021 - Present
Morgan Stanley (Menlo Park CA)
NJ
07/25/2012 - 05/08/2014
ADP BROKER-DEALER, INC. (ROSELAND NJ)
IA
Issued 01/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2012
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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