Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dirk? Claim Your ProfileDirk Jacobs is a financial advisor who has been in the industry since 1992. Dirk is currently registered with Independent Financial Group, LLC and previously worked with THE CONCORD EQUITY GROUP, LLC, LINSCO/PRIVATE LEDGER CORP., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Dirk holds Series 63, 65, 7, and 24 securities licenses and provides financial planning services to individuals, corporations, and charitable organizations. Dirk has a high level of experience and is qualified to provide guidance on a variety of financial topics.
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.
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
OR
01/16/2024 - Present
Independent Financial Group, LLC (PORTLAND OR)
OR
01/21/2005 - 08/18/2008
THE CONCORD EQUITY GROUP, LLC (PORTLAND OR)
SC
01/27/1997 - 01/22/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
02/06/1992 - 01/28/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/06/1992 - 01/28/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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