Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Elliott Dey is a financial advisor registered with Osaic Wealth, Inc. Jacob has been in the industry since 2010 and holds a Series 7, Series 63 and Series 65 licenses. Jacob also works with Edward A. Dey Inc. DBA The Dey Company as an Insurance Broker. Jacob provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Jacob has an active license in 20 states.
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.
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WA
11/02/2018 - Present
Osaic Wealth, Inc. (MOUNT VERNON WA)
WA
12/28/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (MOUNT VERNON WA)
WA
02/01/2012 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (MOUNT VERNON WA)
WA
10/06/2010 - 02/02/2012
PACIFIC WEST SECURITIES, INC. (MT. VERNON WA)
IA
Issued 03/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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