Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Dunlap is a financial advisor with Ameriprise Financial Services, LLC. Jacob is registered with FINRA as a General Securities Principal and holds Series 7, 9, 10, 24, 51, 63 and 65 licenses. Jacob has been in the financial services industry since 1997. Jacob has provided financial advice to individuals, corporations and trusts for over 20 years. Jacob is committed to providing clients with personalized financial advice. Jacob is dedicated to helping clients achieve their financial goals.
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.
Asset allocation services
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
NY
10/27/2021 - Present
Ameriprise Financial Services, LLC (GOSHEN NY)
MI
04/14/2009 - 10/14/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
MN
07/10/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/26/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/05/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/07/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Dunlap is the right advisor for you? Invested Better is here to help.
