Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan-peter? Claim Your ProfileJan-peter Breugelmans is a financial advisor with Truist Advisory Services, Inc. located in Chicago, Illinois. Jan-peter has been in the financial industry since 2010 and holds licenses for both securities and investment advisory services. Jan-peter is registered with the state of Illinois and has a broad background 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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
IL
05/03/2022 - Present
Truist Advisory Services, Inc. (CHICAGO IL)
IL
07/22/2014 - 05/04/2022
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
IL
11/06/2012 - 07/03/2014
J.P. MORGAN SECURITIES LLC (NORTHBORRK IL)
IL
01/07/2010 - 09/19/2012
CHASE INVESTMENT SERVICES CORP. (HIGHLAND PARK IL)
BOTH
Issued 12/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/06/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jan-peter Breugelmans is the right advisor for you? Invested Better is here to help.
