Jan I. Zenner
Professional summary
Jan I Zenner, who also goes by Jan Irene Gordon, Jan Straight Gordon, Jan Gordon Mariakis, Jan Irene Mariakis, Jan Irene Mariakis Zenner, Jan I Straight, Jan Straight, Jan Irene Straightgordon, Jan Irene Vandercook, Jan Mariakis Zenner, is a registered financial advisor currently at MCNALLY FINANCIAL SERVICES CORPORATION located in Fredericksburg, Texas.
Jan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1977. Jan has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 1 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jan I Zenner's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jan I Zenner's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 3, 2012 - Present
MCNALLY FINANCIAL SERVICES CORPORATION
April 16, 2012 - Present
MCNALLY FINANCIAL SERVICES CORPORATION
Office #1: 16414 San Pedro Suite 930, San Antonio, TX 78232September 4, 2009 - December 6, 2011
TRANSAMERICA FINANCIAL ADVISORS, LLC
September 4, 2009 - December 6, 2011
TRANSAMERICA FINANCIAL ADVISORS, LLC
January 27, 1999 - September 4, 2009
TRANSAMERICA FINANCIAL ADVISORS, INC.
May 13, 1987 - July 31, 1995
TRANSAMERICA SECURITIES SALES CORPORATION
May 13, 1987 - September 4, 2009
TRANSAMERICA FINANCIAL ADVISORS, INC.
May 7, 1985 - May 2, 1987
FINANCIAL PLANNERS EQUITY CORPORATION
September 20, 1982 - April 10, 1985
NEW ENGLAND SECURITIES
December 14, 1977 - May 14, 1985
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
December 14, 1977 - May 14, 1985
OSAIC FA, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/11/2021)
(2/23/2026)
(4/3/2012)
(4/17/2012)
(1/26/2016)
(9/8/2020)
(8/14/2013)
(9/15/2022)
(4/19/2012)
(4/19/2012)
(4/20/2012)
Exams
Series 1
Date: 12/4/1977
Registered Representative ExaminationFINRA
Current Firm
MCNALLY FINANCIAL SERVICES CORPORATION
CRD#: 121196 / SEC#: , 8-65388
Contact information
FINRA licenses (44 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MCNALLY, DAVID DORN | CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER | 839798 |
Regulatory assets under management
| Total Number of Accounts | 142 |
| AUM (Assets Under Management) | $ 25,149,615 |
Disclosures
| Regulatory Event | 5 |
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.
