Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Jacobs is a financial advisor who has been in the industry since 2006. Anna has experience in both investment advising and insurance. Anna is currently a registered representative with LPL Financial LLC, and has previously been registered with Waddell & Reed. Anna is licensed to provide investment advice in California and is registered in other states as well. Anna specializes in providing investment advice to individuals and businesses.
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.
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CA
07/21/2021 - Present
LPL Financial LLC (SAN JOSE CA)
CA
01/07/2006 - 07/21/2021
WADDELL & REED (SAN JOSE CA)
BOTH
Issued 02/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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