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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eleanor? Claim Your ProfileEleanor Jacobs is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Eleanor has been in the financial services industry since 1993. Eleanor has experience in various financial areas, including investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for both individuals and businesses. Eleanor is registered with the Securities and Exchange Commission (SEC) and has a Series 7, Series 63, and Series 65 license. Eleanor is also a Certified Financial Planner™.
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.
Investment consulting services to institutional clients
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.
1
2
CA
10/31/2024 - Present
Wells Fargo Advisors Financial Network, LLC (SAN DIEGO CA)
MO
01/01/2008 - 06/02/2023
WELLS FARGO CLEARING SERVICES, LLC (CLAYTON MO)
MO
01/12/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CLAYTON MO)
MA
01/01/1998 - 12/13/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
08/13/1997 - 01/01/1998
NATIONSSECURITIES
MO
04/11/1994 - 08/13/1997
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MN
04/12/1993 - 04/15/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/12/1993 - 04/15/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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