Unclaimed
Jacob Kujala is a financial advisor with U.S. Bancorp Investments, Inc. Jacob is based in Minneapolis, Minnesota, and is registered with FINRA and the state of Minnesota. Jacob has been in the industry since 2007. Jacob has Series 6, Series 7 and Series 66 licenses and has a SIE exam. Prior to joining U.S. Bancorp Investments, Inc., Jacob worked at MSI Financial Services, Inc. and New England Securities. Jacob specializes in financial planning, portfolio management, and providing financial education to individuals and families.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
10/11/2016 - Present
U.s. Bancorp Investments, Inc. (Minneapolis MN)
MN
08/13/2013 - 10/04/2016
MSI FINANCIAL SERVICES, INC. (MINNETONKA MN)
MN
01/01/2012 - 02/03/2012
NEW ENGLAND SECURITIES (MINNETONKA MN)
MN
01/11/2006 - 06/25/2007
ING AMERICA EQUITIES, INC. (MINNEAPOLIS MN)
NJ
02/09/2004 - 11/14/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
MN
12/04/2001 - 07/28/2003
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
NJ
09/29/2000 - 12/03/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 09/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Kujala is the right advisor for you? Invested Better is here to help.