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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jac? Claim Your ProfileJac Burton Stulberg is an investment advisor representative with Ameriprise Financial Services, LLC. Jac has over 30 years of experience in the financial services industry and has held registrations with several firms, including Morgan Stanley. Jac is licensed in several states and holds Series 63, 65, 7 and 31 licenses. Jac's experience and qualifications make them a valuable resource for individuals and families seeking financial advice.
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 services
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
CA
05/13/2016 - Present
Ameriprise Financial Services, LLC (Los Angeles CA)
CA
06/01/2009 - 06/10/2016
MORGAN STANLEY (BEVERLY HILLS CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)
CA
12/24/1990 - 04/02/2007
MORGAN STANLEY DW INC. (BEVERLY HILLS CA)
NY
03/16/1988 - 12/04/1990
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
04/02/1986 - 03/04/1988
E. F. HUTTON & COMPANY INC
IA
Issued 02/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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