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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Anton Jacobi is an Investment Advisor Representative at Snowden Capital Advisors LLC. Allen has been in the industry since 2012. He is licensed to provide investment advice in Arizona, California, Colorado, Connecticut, Delaware, Florida, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Virginia, and Washington. Allen Jacobi has a Series 65 license and a Series 2 license. He is also registered with the Financial Industry Regulatory Authority (FINRA).
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
08/17/2022 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
IA
Issued 06/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1992
Series 2 - Non-Member General Securities Examination
Active
Inactive
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