Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Irwin Jacobs is a financial professional with over 23 years of experience in the financial services industry. David has a wide range of experience, including working as a Registered Representative for SagePoint Financial, Inc. and American General Securities Incorporated. Currently, David is affiliated with Osaic Wealth, Inc. David is registered with the Financial Industry Regulatory Authority (FINRA) and holds several professional licenses and certifications. David has a strong track record of providing financial guidance and investment management services to individuals, families, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
09/01/2023 - Present
Osaic Wealth, Inc. (ALBERTSON NY)
NY
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ALBERTSON NY)
NY
01/02/2001 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (NEW YORK NY)
NE
01/31/2000 - 01/03/2001
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IA
Issued 06/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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