linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jacob Misialek

Ally Invest Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jacob? Claim Your Profile

About Jacob Misialek

Jacob Misialek is a financial advisor who has been in the industry since July 2017. Jacob is currently registered with Ally Invest Advisors and has been with the firm since May 2021. Jacob is also registered as an investment advisor representative in Arizona. Jacob has previously worked at Vanguard Marketing Corporation, Morgan Stanley, and GWFS Equities, Inc. Jacob has a wide range of experience in the financial services industry, and he is dedicated to providing his clients with personalized financial advice. Jacob is also a licensed Series 7, Series 6, Series 24, Series 63, and Series 66 representative.

Firm Information

Jacob Misialek is currently registered with Ally Invest Advisors. Ally Invest Advisors, based in Charlotte, NC, is an investment advisor registered with the SEC. The firm offers financial planning and portfolio management services to individuals and high-net-worth individuals. Ally Invest Advisors manages over $1.1 billion in assets for over 70,000 clients.
Ally Invest Advisors

601 S. TRYON STREET

CHARLOTTE, NC 28202

$1.13B

Assets Under Management

Not reported

Total Clients

101

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jacob Misialek’s Registration & Firm History

NC

11/03/2021 - Present

Ally Invest Advisors (CHARLOTTE NC)

AZ

11/09/2020 - 06/18/2021

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

AZ

11/13/2018 - 10/02/2020

MORGAN STANLEY (GILBERT AZ)

WI

03/02/2017 - 08/03/2018

GWFS EQUITIES, INC. (Milwaukee WI)

Not sure if Jacob Misialek is right for you?

Licenses & Designations

BOTH

Issued 01/05/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/10/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/2021

Series 24 - General Securities Principal Examination

BC

Issued 12/11/2018

Series 7TO - General Securities Representative Examination

BC

Issued 08/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Misialek.
Not sure if Jacob Misialek is right for you?