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Jan Rolando Velasco

Stonex Financial Inc.

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About Jan Rolando Velasco

Jan Rolando Velasco is a financial professional with a strong foundation in the securities industry. Jan has a diverse set of licenses, including Series 3, Series 7TO, and Series 63. Jan has also passed the SIE exam. Jan holds a current registration with Stonex Financial Inc. Jan has been in the financial industry since August 2022. Jan is registered in Florida and New York.

Firm Information

Jan Velasco is currently registered with Stonex Financial Inc.. Stonex Financial Inc. is a Corporation that was formed on May 29, 1998 and is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

374

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jan Velasco’s Registration & Firm History

NY

08/31/2022 - Present

Stonex Financial Inc. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/14/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/2022

Series 3 - National Commodity Futures Examination

BC

Issued 08/31/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/04/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jan Rolando Velasco.
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