Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jacobs is a financial advisor with Cetera Investment Advisers LLC. David has been in the securities industry since 2003 and holds a Series 6, Series 7, and Series 63 license, along with the SIE exam. David is a Certified Financial Planner and has been registered with Cetera Investment Advisers LLC since August 2023. David has experience with a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Previously, David worked for Securian Financial Services, Inc. and CRI Securities, LLC. David is committed to providing his clients with personalized financial advice and guidance.
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.
1
2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (ST CLOUD MN)
MN
08/06/2003 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST CLOUD MN)
MN
08/06/2003 - 10/19/2021
CRI SECURITIES, LLC (ST CLOUD MN)
BC
Issued 06/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Jacobs is the right advisor for you? Invested Better is here to help.
