Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Jack Dahlstrum is a financial advisor with raymond james financial services advisors, inc. Jacob has been in the financial services industry since 2014. Jacob is registered to provide investment advice in California and Iowa. Jacob holds Series 7 and Series 66 securities licenses, and the SIE exam. Jacob specializes in providing financial planning, pension consulting, and educational seminars to clients.
4165 EAST THOUSAND OAKS BLVD
WESTLAKE VILLAGE, CA 91362
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
01/21/2015 - Present
Raymond James Financial Services Advisors, Inc. (WESTLAKE VILLAGE CA)
BOTH
Issued 1/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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