Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Skyler Dupuis is a financial advisor who has been in the industry since July 2022. Jacob Skyler Dupuis is registered with Credit Union Investment Services and has a Series 63, Series 65, and Series 6TO. Jacob Skyler Dupuis specializes in providing financial planning and portfolio management services to individuals. Jacob Skyler Dupuis also works with other businesses, including State Employees' Credit Union and SECU Life Insurance Company.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NC
09/14/2022 - Present
Credit Union Investment Services (WILKESBORO NC)
IA
Issued 09/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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