Unclaimed
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 with Cetera Investment Advisers LLC. Andrew has been in the financial services industry since 2004. Andrew is registered with FINRA and holds the Series 6, Series 7 and Series 63 licenses, as well as the SIE. Andrew also holds the Chartered Financial Consultant designation. Andrew provides financial planning, portfolio management and investment advisory services to individuals, families, corporations and charitable organizations.
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
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 5/7/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/1/2007
Series 7 - General Securities Representative Examination
BC
Issued 4/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Jacobs is the right advisor for you? Invested Better is here to help.
