Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Bosacki is a financial advisor with Lion Street Financial, LLC. Jacob has been in the financial services industry since September 11, 2012. Jacob holds Series 7, Series 24, Series 63 and SIE licenses. Jacob is registered with FINRA as well as the states of Alabama, Arizona, Colorado, Florida, Illinois, Kansas, Kentucky, Pennsylvania, and Tennessee. Jacob was previously registered with M Holdings Securities, Inc. and Nationwide Investment Services Corporation.
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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2
TX
07/28/2022 - Present
Lion Street Financial, LLC (AUSTIN TX)
CA
03/03/2021 - 06/01/2022
M HOLDINGS SECURITIES, INC. (OXNARD CA)
OH
06/25/2015 - 02/24/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
WI
01/15/2014 - 05/28/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
05/07/2012 - 12/06/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 06/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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