Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Getto is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Jan has over 27 years of experience in the financial services industry. Jan has a wide range of experience working with various clients including high net worth individuals, corporations and charitable organizations. Prior to joining TIAA-CREF, Jan worked for Equitable Advisors, LLC, AEGIS Capital Corp. and Rockwell Global Capital LLC. Jan is registered with the following securities regulators: FINRA, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Jan specializes in providing financial planning, portfolio management for individuals and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
01/03/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)
NY
10/21/2022 - 12/19/2023
EQUITABLE ADVISORS, LLC (MELVILLE NY)
NY
11/06/2015 - 10/25/2022
AEGIS CAPITAL CORP. (MELVILLE NY)
NY
06/22/2010 - 11/19/2015
ROCKWELL GLOBAL CAPITAL LLC (Syosset NY)
NY
01/26/2009 - 06/22/2010
FIRST MIDWEST SECURITIES, INC. (FARMINGDALE NY)
NY
02/06/2006 - 01/26/2009
NEWBRIDGE SECURITIES CORPORATION (FARMINGDALE NY)
NY
11/18/2002 - 02/09/2006
GUNNALLEN FINANCIAL, INC (LINDENHURST NY)
NY
03/08/1996 - 11/19/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
IA
Issued 06/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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