Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jian? Claim Your ProfileJian Tam is a financial advisor with Cetera Investment Services LLC. Jian has been in the industry since 2012. Jian's areas of expertise include securities and investment company products. Jian holds a Series 6, 7TO, and 63 license, and is registered in Massachusetts. Jian was previously affiliated with Primevest Financial Services, Inc.
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.
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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MA
07/17/2013 - Present
Cetera Investment Services LLC (BOSTON MA)
MA
03/26/2010 - 09/26/2011
PRIMEVEST FINANCIAL SERVICES, INC. (BOSTON MA)
BC
Issued 06/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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