Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Robert Carr is a financial advisor registered with LPL Financial LLC and has been in the industry since 1984. Jan has experience providing financial advice to individuals and businesses. Jan is a Certified Financial Planner and holds several licenses including Series 7, Series 10, Series 9, Series 24, Series 4, Series 15, and Series 63. Jan is registered in several states to provide investment advisory services. Jan previously worked at BOENNING & SCATTERGOOD, INC. and UVEST FINANCIAL SERVICES GROUP, INC. Jan is a registered representative with LPL Financial LLC, which is a registered broker-dealer and investment advisor.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
02/01/2023 - Present
LPL Financial LLC (BERWYN PA)
PA
10/31/2008 - 02/06/2023
BOENNING & SCATTERGOOD, INC. (BERWYN PA)
PA
01/30/2007 - 11/03/2008
UVEST FINANCIAL SERVICES GROUP, INC. (WAYNE PA)
PA
09/20/1993 - 01/31/2007
PHILADELPHIA CORPORATION FOR INVESTMENT SERVICES (WAYNE PA)
NY
01/02/1992 - 09/22/1993
FAHNESTOCK & CO., INC. (NEW YORK NY)
NA
05/01/1989 - 12/31/1991
W.H. NEWBOLD'S SON & CO., INC.
NA
01/12/1984 - 05/01/1989
HOPPER SOLIDAY & CO., INC.
BC
Issued 12/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 06/10/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/05/1986
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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