Unclaimed
Jack Privateer is a registered representative with M1 Finance and has been in the industry for over 2 years. Jack is registered in Illinois and specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Jack previously worked at Edward Jones, New York Life, and Global Brew Tap House.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
03/14/2024 - Present
M1 Finance (Chicago IL)
BOTH
Issued 06/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2022
Series 24 - General Securities Principal Examination
BC
Issued 04/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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