Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jacobius is a financial professional with over 35 years of experience in the financial services industry. David is registered to offer securities and investment advisory services in 16 states through MML Investors Services, LLC. David has worked with a number of firms over the years, including MSI Financial Services, Inc. and Metropolitan Life Insurance Company. David is a licensed securities principal and has passed several industry exams, including the Series 6, 7, 24, 26, 63, and 66. David's specializations include Retirement Planning, Education Funding, Estate Planning, College Savings Plans, Life Insurance, and Long Term Care. David's current role at MML Investors Services, LLC allows him to help individuals and families reach their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NC
03/25/2017 - Present
MML Investors Services, LLC (Winston Salem NC)
NC
11/17/1987 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WINSTON-SALEM NC)
NC
11/17/1987 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GREENSBORO NC)
BOTH
Issued 10/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/01/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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