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JA

Jan B. Abrams

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CRD#: 1758058
JA

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 Brian Abrams was a registered financial professional .

Jan is a previously registered financial professional and started their career in finance in 1989. Jan had worked at 7 firms and has passed the SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 4, 2010 - November 16, 2016

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
BALTIMORE, MD
Past

January 8, 1999 - December 31, 2009

MEDALLION INVESTMENT SERVICES, INC.

BD
CRD#: 45314
BALTIMORE, MD
Past

March 10, 1997 - December 31, 1998

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

January 1, 1996 - December 31, 1996

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

September 25, 1992 - January 1, 1996

COMPREHENSIVE FINANCIAL SERVICES, INC.

BD
CRD#: 22710
Past

December 12, 1991 - September 29, 1992

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

December 13, 1989 - July 25, 1991

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

December 13, 1989 - July 25, 1991

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 11/16/2016
Securities Industry Essentials Examination
General Industry/Product Exam

Current Firm


SS
SECURITIES SERVICE NETWORK, LLC
SECURITIES SERVICE NETWORK, INC. | SOUTHERN FINANCIAL CONSULTANTS, INC. | SOUTHEASTERN FINANCIAL CONSULTANTS, INC. | SECURITIES SERVICE NETWORK, LLC

CRD#: 13318 / SEC#: , 8-28980

BD
Terminated by SEC on 11/29/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Tennessee since 02/01/1983
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ADVISOR GROUP HOLDINGS, INC.SHARE HOLDER
BLANCATO, PHILIP SALVATOREDIRECTOR2122221
GIOVANNIELLO, JOSEPH JRDIRECTOR3086071
GODBEE, CRYSTAL LEEVICE PRESIDENT OF OPERATIONS5629010
KLIMAS, RONALD THOMASEXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER2321602
MAAS, JONATHAN ELMERVICE PRESIDENT, TRADING2793069
MCKENNA, NINASECRETARY6302448
PATEL, JAYAPRAKASH MOHANBHAISENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER2973297
PRICE, JAMES DALECHAIRMAN1243224
SCHLUETER, MATTHEW ADAMEXECUTIVE VICE PRESIDENT, DIRECTOR2627931
WILKINSON, WADE SHANNONPRESIDENT AND CEO2312703

Disclosures


Regulatory Event7
Arbitration5
Bond1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

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