Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Jacobson is a financial advisor with LPL Financial LLC. Thomas has been working in the financial industry since 2004. Thomas has been registered with the state of North Dakota since 2018. Thomas also holds licenses in Arizona, Colorado, Minnesota, Nevada, Texas, and Washington. Thomas has experience working with individual investors, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Thomas offers a variety of services including financial planning, portfolio management, and investment advice.
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.
1
2
ND
04/29/2024 - Present
LPL Financial LLC (FARGO ND)
ND
10/01/2012 - 12/07/2018
SAGEPOINT FINANCIAL, INC. (FARGO ND)
ND
03/01/2007 - 10/02/2012
INVESTMENT CENTERS OF AMERICA, INC. (WEST FARGO ND)
ND
10/20/2004 - 02/28/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FARGO ND)
BOTH
Issued 09/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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