Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Wise is a financial advisor with Commonwealth Financial Network. Jan has over 29 years of experience in the financial services industry and holds the Certified Financial Planner and Chartered Financial Consultant designations. Jan has worked with a wide range of clients including high-net-worth individuals, corporations, and charitable organizations. Jan is also an insurance agent and co-owner of Wise Wealth, LLC, a private entity that provides securities, advisory, and insurance 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.
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
CT
01/02/2015 - Present
Commonwealth Financial Network (Prospect CT)
NY
07/07/2004 - 12/31/2023
COMMONWEALTH FINANCIAL NETWORK (NEW YORK NY)
MN
09/16/1994 - 07/16/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/16/1994 - 07/16/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/06/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jan Wise is the right advisor for you? Invested Better is here to help.
