Jan M. Gratz
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.
Jan Marie Gratz, who also goes by Jan Marie Matschullat, was a registered financial professional .
Jan is a previously registered financial professional and started their career in finance in 1985. Jan had worked at 6 firms and has passed the Series 63, Series 65 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 11, 2005 - January 26, 2012
WEALTHSPIRE ADVISORS
November 13, 2002 - February 28, 2005
VOYA FINANCIAL PARTNERS, LLC
September 24, 2002 - February 28, 2005
VOYA FINANCIAL PARTNERS, LLC
December 18, 2000 - August 14, 2002
OSAIC FA, INC.
June 26, 2000 - August 14, 2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
June 26, 2000 - August 14, 2002
OSAIC FA, INC.
October 7, 1991 - December 17, 1993
SECURIAN FINANCIAL SERVICES, INC.
September 16, 1985 - November 16, 1989
TOWER SQUARE SECURITIES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
WEALTHSPIRE ADVISORS
CRD#: 113678 / SEC#: 801-61179
Contact information
Red Flags
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