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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Jacobs is a financial advisor who has been in the industry since 2004. Andrew is currently registered with Cetera Investment Advisers LLC and has been previously registered with Securian Financial Services, Inc. and CRI Securities, LLC. Andrew holds the Series 6, 7, and 63 licenses, as well as the SIE exam. Andrew has a specialization in financial planning, pension consulting, and portfolio management for individuals and businesses. Andrew is also a Chartered Financial Consultant. Andrew is registered to provide investment advisory services in Alabama, Alaska, Arizona, California, Colorado, Florida, Illinois, Kansas, Massachusetts, Michigan, Minnesota, Missouri, Montana, North Carolina, North Dakota, Ohio, South Dakota, Tennessee, Texas, Virginia, and Wisconsin. Andrew’s business is Jacobs Financial and is located in ST CLOUD, MN.
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.
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2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (ST CLOUD MN)
MN
04/19/2004 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST CLOUD MN)
MN
04/19/2004 - 10/20/2021
CRI SECURITIES, LLC (ST CLOUD MN)
BC
Issued 05/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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