Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Scott Gundersen is a financial advisor with Capital Client Group, Inc., a firm with offices in Los Angeles and La Canada. Jan is a Chartered Financial Analyst and has been in the industry since 2012. Jan has a broad range of experience, having previously worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
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2
CA
06/20/2016 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
MA
03/31/2014 - 12/17/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WALTHAM MA)
MA
09/15/2010 - 07/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
BC
Issued 06/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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