Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Martin Dungey is a financial advisor registered with LPL Financial LLC. Jacob has been in the financial industry since November 20, 2015 and has worked for three different firms. Jacob's prior experience includes positions with CETERA ADVISOR NETWORKS LLC, LPL FINANCIAL LLC, and PRINCIPAL SECURITIES, INC. Jacob is registered with the state of Michigan and holds the Series 6, Series 63, and SIE licenses. Jacob specializes in providing financial advice to individuals, businesses, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
06/06/2024 - Present
LPL Financial LLC (GRAND RAPIDS MI)
MI
01/17/2017 - 06/10/2024
CETERA ADVISOR NETWORKS LLC (GRAND RAPIDS MI)
MI
09/26/2016 - 01/19/2017
LPL FINANCIAL LLC (EAST LANSING MI)
MI
06/22/2015 - 04/26/2016
PRINCIPAL SECURITIES, INC. (Lansing MI)
BC
Issued 04/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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