Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Eric Sucic is a registered investment advisor representative with Family Management Corp. Jan has been in the industry since 1996 and holds Series 6, 7, and 63 licenses. Jan has worked with Family Management Corp. since 2000. Jan has experience in investment advisory services, financial planning, and serving as a general partner to investment funds that are exempt from registration under the Investment Advisers Act 1940. Jan works with high-net-worth individuals, corporations, insurance companies, charitable organizations, pooled investment vehicles, and individuals other than high-net-worth. Jan has worked for Family Management Corp. and Family Management Securities, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Serves as general partner to investment funds that are exempt from registration under the investment advisers act 1940.
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.
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NY
07/26/2021 - Present
Family Management Corp. (NEW YORK NY)
NY
10/13/1995 - 07/16/1999
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 09/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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