Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Jacobs is a financial professional with over 17 years of experience in the industry. Amy has a broad range of experience with both Stephens and MORGAN STANLEY, and her experience covers a wide range of financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars. She holds FINRA Series 63, Series 7, and SIE licenses. Amy is registered to provide investment advice in 38 states and is a member of 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
LA
06/18/2014 - Present
Stephens (SHREVEPORT LA)
LA
06/01/2009 - 06/18/2014
MORGAN STANLEY (SHREVEPORT LA)
LA
12/14/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHREVEPORT LA)
BC
Issued 12/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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