Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Endresen is a financial advisor with Morgan Stanley, a firm with approximately $10 billion to $50 billion in assets under management. Jan has been working in the financial services industry since November 2015. Jan has a strong background in investment banking and has passed the Series 63, Series 7, Series 79, and SIE exams. Previously, Jan worked at WILLIAMS TRADING LLC, APOLLO GLOBAL SECURITIES, LLC, and CRT CAPITAL GROUP LLC. Jan is registered to provide investment advice and securities services in 53 states and territories. Jan is committed to providing clients with comprehensive financial planning and investment management 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NY
01/30/2024 - Present
Morgan Stanley (PURCHASE NY)
CT
01/23/2020 - 01/26/2024
WILLIAMS TRADING LLC (WESTPORT CT)
NY
09/14/2016 - 01/29/2020
APOLLO GLOBAL SECURITIES, LLC (NEW YORK NY)
CT
09/10/2015 - 06/30/2016
CRT CAPITAL GROUP LLC (STAMFORD CT)
BC
Issued 01/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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