Jan D. Geiger
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 Dahlin Geiger, who also goes by Jan F. Dahlin, Jan Franklin Dahlin, Jan Dahlin Moffatt, was a registered financial professional .
Jan is a previously registered financial professional and started their career in finance in 1986. Jan had worked at 11 firms and has passed the Series 63, Series 7 and Series 22 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 13, 2009 - August 20, 2014
USAA FINANCIAL PLANNING SERVICES
October 13, 2009 - August 20, 2014
USAA FINANCIAL ADVISORS, INC.
January 3, 2007 - December 31, 2008
CAMBRIDGE INVESTMENT RESEARCH, INC.
October 7, 2005 - December 31, 2008
LONGVIEW WEALTH MANAGEMENT
September 26, 2005 - December 31, 2006
CETERA WEALTH SERVICES, LLC
April 30, 2003 - October 7, 2005
FINANCIAL NETWORK CORP
April 2, 2002 - December 31, 2006
CETERA WEALTH SERVICES, LLC
May 7, 1993 - February 1, 1995
THE ADVISORS GROUP, INC.
December 22, 1992 - April 16, 1993
FSC SECURITIES CORPORATION
May 15, 1991 - December 31, 1992
EQUITY SERVICES, INC.
March 25, 1988 - December 31, 1990
OGILVIE SECURITY ADVISORS CORPORATION
February 13, 1986 - August 25, 1987
FREEMAN INVESTMENTS, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
USAA FINANCIAL PLANNING SERVICES
CRD#: 106352 / SEC#: 801-53347
Contact information
Red Flags
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