Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Doney is a financial advisor with UBS Financial Services Inc., based in Seattle, WA. Jack has been in the securities industry since 2021. Jack holds Series 7TO, Series 63, and Series 65 licenses. Jack has a strong background in financial planning, portfolio management, and pension consulting. Jack is committed to providing clients with personalized financial advice and helping them achieve 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.
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.
See schedule d - miscellaneous
1
2
WA
11/28/2023 - Present
UBS Financial Services Inc. (SEATTLE WA)
WA
08/31/2021 - 11/22/2023
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
WA
04/30/2021 - 06/29/2021
MML INVESTORS SERVICES, LLC (SEATTLE WA)
IA
Issued 10/09/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jack Doney is the right advisor for you? Invested Better is here to help.
