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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Jacobs is a financial advisor registered with Cetera Investment Advisers LLC in Shelbyville, Kentucky. Gregory Jacobs has been in the financial services industry since August 16, 1998. Gregory Jacobs is also registered with the state of Kentucky as a broker-dealer and investment advisor. Prior to joining Cetera Investment Advisers LLC, Gregory Jacobs worked at LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., STATE FARM VP MANAGEMENT CORP., FIFTH THIRD SECURITIES, INC. and BANC ONE SECURITIES CORPORATION.
Shelbyville, KY
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.
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2
KY
01/17/2024 - Present
Cetera Investment Advisers LLC (Shelbyville KY)
CA
02/02/2010 - 12/07/2023
LPL FINANCIAL LLC (SAN DIEGO CA)
KY
07/28/2005 - 03/10/2010
UVEST FINANCIAL SERVICES GROUP, INC. (SHELBYVILLE KY)
IL
02/24/2004 - 02/28/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
OH
02/01/2001 - 02/12/2004
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IL
07/27/1999 - 12/04/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
10/10/1997 - 06/03/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 7/12/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 8/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/8/2011
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/9/2005
Series 7 - General Securities Representative Examination
BC
Issued 9/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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