Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Marie Stecker is an investment advisor representative with Choreo, LLC. Jan has been in the financial industry since 1988. Jan is licensed to provide investment advice in Minnesota. Jan has a Series 7, Series 63, and Series 66 license. Jan has worked for several financial institutions, including UBS Financial Services Inc., RBC Capital Markets, LLC, and LPL Financial LLC. Prior to joining Choreo, LLC, Jan worked at AVANTAX INVESTMENT SERVICES, INC. and RSM US WEALTH MANAGEMENT LLC. Jan works with individual investors, corporations, charitable organizations, high-net-worth individuals, pension plans, and insurance companies. Jan provides financial planning, investment management, and retirement plan services.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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.
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2
IL
11/05/2020 - Present
Choreo, LLC (ROCKFORD IL)
MN
01/11/2019 - 04/20/2020
AVANTAX INVESTMENT SERVICES, INC. (Plymouth MN)
MN
12/07/2017 - 11/02/2018
UBS FINANCIAL SERVICES INC. (WAYZATA MN)
MN
11/09/2016 - 04/19/2017
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
MN
01/27/2016 - 07/11/2016
LPL FINANCIAL LLC (MINNEAPOLIS MN)
MN
03/24/1993 - 02/20/2014
U.S. BANCORP INVESTMENTS, INC. (PLYMOUTH MN)
MN
01/29/2000 - 09/04/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
02/07/1991 - 03/08/1993
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MN
02/01/1989 - 02/12/1991
DOUGHERTY, DAWKINS, STRAND & YOST INCORPORATED (MINNEAPOLIS MN)
NA
09/20/1988 - 01/25/1989
MABON, NUGENT & CO.
BOTH
Issued 05/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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