Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Rezler is an investment advisor representative at Captrust, a financial services firm based in Raleigh, North Carolina. Jan has over 20 years of experience in the financial services industry. Jan is licensed to provide investment advice in the state of New York. Jan is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Industry and Financial Markets Association (SIFMA). Jan holds a Series 6, Series 63, and Series 65 license. Jan is also a Certified Financial Planner (CFP).
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
03/01/2021 - Present
Captrust (New York NY)
NY
02/01/2007 - 07/07/2021
CAMMACK LARHETTE BROKERAGE, INC. (NEW YORK NY)
NY
06/17/2005 - 01/31/2007
CHARLES W. CAMMACK ASSOCIATES, INC. (NEW YORK NY)
NJ
07/23/2004 - 10/12/2004
MELLON SECURITIES LLC (JERSEY CITY NJ)
NY
06/22/1998 - 08/15/2002
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NA
11/30/1995 - 12/31/1997
THE DREYFUS SERVICE CORPORATION
IA
Issued 10/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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