Unclaimed
Jack Frederick Dais is a financial advisor with Empower Financial Services, Inc. Jack has been working in the financial industry since 2006. Jack is registered with FINRA and is licensed in Colorado, Kansas, and Massachusetts. Jack holds Series 6, 7, 24, and 63 licenses. Jack has previous experience with Charles Schwab & Co., Inc., Invesco Distributors, Inc., and Founders Asset Management 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.
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.
1
2
CO
07/24/2018 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
CO
02/04/2013 - 05/07/2018
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
TX
01/17/2001 - 06/05/2003
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
CO
04/01/1998 - 12/22/2000
FOUNDERS ASSET MANAGEMENT LLC (DENVER CO)
CO
01/01/1997 - 04/01/1998
FOUNDERS ASSET MANAGEMENT, INC. (DENVER CO)
BC
Issued 09/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jack Dais is the right advisor for you? Invested Better is here to help.