Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Ducvy Bui is a financial professional with Next Financial Group, Inc. Jacob has worked in the financial industry for a short period of time. Jacob is a registered representative, and holds the Series 7TO and SIE licenses. Jacob is located in Grand Rapids, Michigan. Jacob specializes in Financial Planning, Pension Consulting and Educational Seminars.
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.
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.
Seminar/workshop attendance fees
1
2
MI
08/03/2023 - Present
Next Financial Group, Inc. (Grand Rapids MI)
MI
01/16/2023 - 07/20/2023
PRINCIPAL SECURITIES, INC. (Grand Rapids MI)
BC
Issued 01/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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