Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathy? Claim Your ProfileCathy Jacobs is a financial advisor with Valmark Advisers, Inc. Cathy has been a registered representative for over 30 years and holds the Series 7, Series 63 and SIE licenses. Cathy has experience working with individuals, high-net-worth individuals, businesses, trusts, estates, and retirement plans. Cathy has worked for several firms throughout her career, including LPL Financial, FirstMerit Financial Services, Inc., and Invest Financial Corporation. Cathy specializes in portfolio management, financial planning, and pension consulting.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
OH
12/22/2015 - Present
Valmark Advisers, Inc. (AKRON OH)
OH
09/18/2013 - 01/13/2014
LPL FINANCIAL LLC (AKRON OH)
OH
01/14/2010 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (AKRON OH)
OH
07/01/2005 - 01/14/2010
INVEST FINANCIAL CORPORATION (AKRON OH)
OH
02/01/1994 - 07/01/2005
FIRSTMERIT SECURITIES, INC. (AKRON OH)
BC
Issued 06/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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