Mark A. Janer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Mark Alan Janer, CFP® was a registered financial professional .
Mark is a previously registered financial professional and started their career in finance in 1992. Mark had worked at 6 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 2, 2015 - November 19, 2021
MARK JANER FINANCIAL PLANNING
September 18, 2013 - November 25, 2014
BLUESKY WEALTH ADVISORS, LLC
December 27, 2001 - November 27, 2013
PLEASANTON FINANCIAL ADVISORS
January 12, 2001 - October 1, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 10, 1997 - December 22, 2000
INVESTORS CAPITAL CORP.
October 27, 1992 - December 11, 1995
INTERFIRST CAPITAL CORPORATION
State Registrations and Notice Filings
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Exams
Current Firm
MARK JANER FINANCIAL PLANNING
CRD#: 274027 / SEC#:
Contact information
Red Flags
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