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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Marie Aversman is a financial advisor with over 20 years of experience in the industry. Jan Marie is currently registered with &partners, a firm headquartered in Nashville, TN. Jan Marie has a strong background in providing financial advice and investment management services to a diverse clientele, including individuals, families, and businesses. Jan Marie has a wide range of experience working with various investment products and services, and is committed to providing personalized financial planning and investment advice tailored to meet each client's specific needs. Jan Marie holds the Series 6, 7, and SIE licenses, reflecting their knowledge and expertise in the financial services industry.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
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2
MO
01/08/2024 - Present
&partners (Marshall MO)
MO
03/28/2012 - 11/13/2023
EDWARD JONES (MARSHALL MO)
NE
02/15/2007 - 08/25/2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LINCOLN NE)
NE
12/04/2003 - 02/16/2007
CITIGROUP GLOBAL MARKETS INC. (LINCOLN NE)
MO
09/12/2003 - 11/11/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NE
04/28/2000 - 09/11/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
VA
01/01/1999 - 04/19/2000
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BC
Issued 06/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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