Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jann? Claim Your ProfileJann Michael Van dreser is a registered investment advisor representative with Packerland Brokerage Services, Inc. Jann has been in the financial industry for over 29 years. Jann is registered with the state of Wisconsin and holds licenses for both Securities and Investment Advisory, as well as the Series 6, 7, and 63 licenses. Prior to joining Packerland Brokerage Services, Inc. Jann worked for Clearing Services of America, Inc., Secura Investments, Inc., and FFP Securities, Inc. Jann also owns and operates Van dreser & Assoc, a firm specializing in insurance sales, where Jann spends 100 hours a month. Jann works with individuals, corporations, and non-profits, specializing in financial planning, pension consulting and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
WI
01/25/1999 - Present
Packerland Brokerage Services, Inc. (Pelican Lake WI)
MO
01/23/1997 - 12/31/1998
CLEARING SERVICES OF AMERICA, INC. (ST. LOUIS MO)
WI
07/01/1996 - 12/30/1996
SECURA INVESTMENTS, INC. (APPLETON WI)
MO
12/10/1993 - 06/11/1996
FFP SECURITIES, INC. (CHESTERFIELD MO)
FL
12/07/1992 - 12/10/1993
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 05/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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