Unclaimed
Jacob Austin Vandersteen is a financial advisor with Umergence LLC in PLANTSVILLE, CT. Jacob holds the Series 7TO, Series 63, and SIE licenses. Jacob's firm is registered with FINRA and has a branch office located at 1006 S. MAIN ST. in PLANTSVILLE, CT. Jacob has been in the industry since November 9, 2022. Jacob is currently registered in Minnesota.
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.
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CT
11/10/2022 - Present
Umergence LLC (PLANTSVILLE CT)
BC
Issued 11/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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