Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Dvir is a financial advisor with over 23 years of experience in the financial services industry. Jack is registered with Kestra Advisory Services, LLC and has been active in the industry since October 2000. Jack holds a variety of licenses and certifications, including Series 7, Series 63, and Series 66. Jack provides financial advice to individuals, families, and businesses, helping them achieve their financial goals. Jack is committed to providing his clients with personalized service and a comprehensive approach to financial planning. In addition to working at Kestra Advisory Services, LLC, Jack also works for Kestra Investment Services, LLC.
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.
A percentage of the total value of assets under management is charged.
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2
CA
10/03/2023 - Present
Kestra Advisory Services, LLC (Newbury Park CA)
CA
09/01/2023 - 10/08/2023
OSAIC WEALTH, INC. (NEWBURY PARK CA)
CA
04/15/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (NEWBURY PARK CA)
CA
10/12/2000 - 04/20/2011
EDWARD JONES (AGOURA HILLS CA)
BOTH
Issued 01/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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