Unclaimed
Jack Joseph Desemar is a financial advisor who has been in the industry since 1998. Jack is currently registered with ISC Advisors, Inc. and has previously worked with Harbor Financial Services, LLC, Pan-American Financial Advisers, and Walnut Street Securities, Inc. Jack holds Series 6, 63, 26 and 65 licenses. In addition to his financial advisory work, Jack is also the President of Future System LLC, a company that develops and markets life insurance products and planning systems.
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.
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.
1
2
TX
03/26/2013 - Present
ISC Advisors, Inc. (DALLAS TX)
LA
11/15/2005 - 06/20/2011
HARBOR FINANCIAL SERVICES, LLC (BATON ROUGE LA)
LA
03/06/2001 - 11/14/2005
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
CA
07/02/1998 - 02/26/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 02/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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