Claude Jansen (CRD# 7488232) is an Investment Advisor Representative working at Beacon Global Advisor Network, LLC in Sliema, and has over 2 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Global Advisor Network, LLC | Sliema, | Jan 2021 - Current | 3 |
| Mwc Group Ltd | Sliema, | May 2020 - Current | 4 |
| Calamatta Cuschieri Investment Services Limited | Birkirkara, | Jan 2020 - Apr 2020 | < 1 |
| Aon Insurance Managers Malta Limited | Mreihel, | Sep 2016 - Dec 2019 | 3 |
| Portcullis Asset Management Limited | Sliema, | Jan 2016 - Jul 2016 | < 1 |
| University Of Pretoria | Pretoria, | Jan 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- TX
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Total Assets Under Management292MILLIONS
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Total Number of Accounts361ACCOUNTS
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Average Account Value$807,706
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA
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