Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Michael Stephan is a financial professional with Lake Street Capital Markets, LLC. Jacob holds a Series 63, Series 7TO, Series 86, and Series 87 license and has been registered as an investment advisor in Minnesota since April 28, 2021. Jacob has been in the industry since April 6, 2021.
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.
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.
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2
MN
04/07/2021 - Present
Lake Street Capital Markets, LLC (MINNEAPOLIS MN)
BC
Issued 04/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2021
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/21/2021
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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