Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Anton Jakubiak is a financial advisor with Voya Financial Advisors, Inc., a firm with offices in Tacoma, WA and Bloomington, MN. Brian has been a financial advisor for over 26 years. Brian has passed the Series 6, 7, 63, and 65 exams. Brian has been a licensed agent for the Minnesota National Guard. Brian is registered in Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Minnesota, South Carolina, South Dakota, Texas, Virginia, and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
04/30/2020 - Present
Voya Financial Advisors, Inc. (TACOMA WA)
MN
04/17/1996 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (MINNEAPOLIS MN)
CT
11/02/1999 - 09/22/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 07/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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