Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Duane Jacobsen is a financial advisor with over 35 years of experience in the industry. David has been with Wells Fargo Clearing Services, LLC since November 2016 and holds a Series 7 and Series 63 license as well as the SIE exam. David has a long history of working with individuals, corporations, businesses, charitable organizations, and pension and profit sharing plans. Previously, David worked with Citigroup Global Markets Inc. from July 1993 to May 2009 and Lehman Brothers Inc. from January 1984 to July 1993. David provides a range of services, including investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. David is registered in 22 states.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
1
2
AZ
10/21/2016 - Present
Wells Fargo Clearing Services, LLC (TEMPE AZ)
AZ
07/31/1993 - 05/12/2009
CITIGROUP GLOBAL MARKETS INC. (TEMPE AZ)
NY
01/25/1984 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 02/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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