Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Steven Jacobs is a financial advisor with Cetera Investment Services LLC. Gregory has been in the financial industry since 2001 and is registered to provide investment advice in Alabama. Gregory holds the Series 7 and Series 63 securities licenses as well as the SIE Exam. Gregory was previously affiliated with Edward Jones, AmSouth Investment Services, Inc., and Morgan Keegan & Company, Inc.
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.
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.
1
2
MN
06/06/2013 - Present
Cetera Investment Services LLC (ST CLOUD MN)
AL
02/13/2007 - 03/31/2012
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
AL
09/03/2004 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (FLORENCE AL)
MO
07/23/2001 - 03/04/2004
EDWARD JONES (ST. LOUIS MO)
BC
Issued 08/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Jacobs is the right advisor for you? Invested Better is here to help.
