Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Daniel Stevenson is an active Registered Representative and Investment Advisor Representative with Ausdal Financial Partners, Inc. Jacob has been in the industry since July 14, 2011. Jacob holds a Series 63, Series 66, Series 7 and SIE licenses. Jacob is registered in Georgia, Indiana, North Carolina and Pennsylvania. In addition to being registered with Ausdal Financial Partners, Inc., Jacob is also registered as an Investment Advisor Representative with Ausdal Financial Partners, Inc. in North Carolina. Jacob has been with Ausdal Financial Partners, Inc. since February 2022. Prior to that, Jacob was with Larson Financial Securities, LLC from July 14, 2011 to February 15, 2022.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
IL
02/14/2022 - Present
Ausdal Financial Partners, Inc. (DOWNERS GROVE IL)
NC
07/14/2011 - 02/15/2022
LARSON FINANCIAL SECURITIES, LLC (Mint Hill NC)
BC
Issued 01/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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