Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Sedlacek is an experienced financial advisor with over 40 years in the industry. Jan is currently registered as a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. Jan has a strong background in financial planning, portfolio management and insurance sales. Prior to joining Osaic Wealth, Inc., Jan was affiliated with Securities America, Inc., Hornor, Townsend & Kent, Inc., and 1717 Capital Management Company. Jan holds the Series 6, 63, 65 and SIE licenses and is a Chartered Financial Consultant. Jan works with individual investors, families, businesses, charitable organizations, and retirement plans.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
06/14/2024 - Present
Osaic Wealth, Inc. (PIPERSVILLE PA)
NJ
10/25/2018 - 06/14/2024
SECURITIES AMERICA, INC. (SUCCASUNNA NJ)
NJ
01/15/2002 - 10/31/2018
HORNOR, TOWNSEND & KENT, INC. (SUCCASUNNA NJ)
DE
11/27/1992 - 01/17/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NA
04/08/1985 - 03/14/1994
G. R. PHELPS & CO., INC.
NA
10/28/1975 - 03/14/1994
G. R. PHELPS & CO., INC.
NA
11/30/1983 - 04/12/1985
CARDELL & ASSOCIATES, INCORPORATED
IA
Issued 09/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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