Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Valecka is a financial advisor who has been in the industry since 1988. Jan is currently registered with LPL Financial LLC in Lewisville, Texas. Jan has a Series 63, Series 7, Series 24 and SIE licenses. Jan has been with LPL Financial LLC since August 2005 and previously worked at MORGAN STANLEY DW INC. from July 1988 to August 2005. Jan specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Jan also provides consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
08/31/2005 - Present
LPL Financial LLC (LEWISVILLE TX)
NY
07/20/1988 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 08/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1989
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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