Jan Rezler is a registered investment advisor, based in Plainview, NY, with 27 years of industry experience. Jan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Plainview, NY
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Regulatory History (1)
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Criminal
April 1984Final Disposition
Employment History
Current Registrations
Capfinancial Securities, LLC.
May 2021 - Present · 5 yrs 5 mos
Capfinancial Securities, LLC.Broker
May 2021 - Present · 5 yrs 5 mos
Captrust
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Cammack Retirement Group
March 2011 - May 2021 · 10 yrs 2 mos
Cammack Larhette Brokerage, INC.Broker
February 2007 - July 2021 · 14 yrs 5 mos
Charles W. Cammack Associates, INC.Broker
June 2005 - January 2007 · 1 yr 7 mos
Mellon Securities LLCBroker
July 2004 - October 2004 · 3 mos
Dreyfus Service CorporationBroker
June 1998 - August 2002 · 4 yrs 2 mos
The Dreyfus Service CorporationBroker
November 1995 - December 1997 · 2 yrs 1 mo
State Registrations1 state
NY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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