Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Leo Graybill is a financial advisor with over 40 years of experience in the industry. Jan is a registered representative of Commonwealth Financial Network, a Registered Investment Advisor, and is also a Managing Member/CEO of Legacy Planning Partners, LLC. Jan's expertise spans financial planning, portfolio management, and insurance. Jan is a Certified Financial Planner and a Chartered Financial Consultant. Jan's clients include individuals, businesses, and charities, and Jan focuses on providing tailored financial solutions that meet the specific needs of each client.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
10/01/2019 - Present
Commonwealth Financial Network (Allentown PA)
PA
04/20/1992 - 10/09/2019
SECURIAN FINANCIAL SERVICES, INC. (ALLENTOWN PA)
OH
10/09/1980 - 04/20/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 09/30/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative 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 08/21/1982
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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