Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jakub? Claim Your ProfileJakub Kreuter is a financial advisor with over 20 years of experience in the industry. Jakub is currently registered with LPL Financial LLC and Independent Wealth Advisors, LLC. Jakub has a wide range of experience in providing investment advisory services to individuals, families, and businesses.
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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NC
04/17/2009 - Present
LPL Financial LLC (CARY NC)
NC
06/30/2003 - 03/17/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)
FL
01/16/2002 - 06/30/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
01/12/2001 - 01/17/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
09/05/2000 - 02/07/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NC
07/13/1999 - 07/31/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 09/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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