Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Grobstein is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Jan has been in the industry since 1998. Jan has licenses to provide investment advice in 15 states. Jan provides financial planning services and portfolio management for individuals and businesses. Jan also provides pension consulting and educational seminars. Jan is affiliated with Raymond James & Associates, Inc. and UBS Financial Services Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
10/02/2012 - Present
Raymond James Financial Services Advisors, Inc. (BOCA RATON FL)
FL
10/06/2006 - 08/29/2012
RAYMOND JAMES & ASSOCIATES, INC. (BOCA RATON FL)
FL
02/13/2004 - 10/16/2006
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
NJ
09/09/1998 - 11/07/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 09/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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