Unclaimed
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 with over 25 years of experience in the industry. Gregory is currently registered with Cetera Investment Advisers LLC, a firm with a nationwide reach and over 100,000 clients. Gregory has held previous roles at several other firms including LPL Financial LLC, UVEST Financial Services Group, Inc., State Farm VP Management Corp., Fifth Third Securities, Inc., BANC One Securities Corporation, and Pruco Securities Corporation. Gregory is a licensed financial advisor in Kentucky and has successfully passed the Series 6, 7, 24, 63, 65, 66, 99TO, and SIE exams. Gregory is dedicated to providing financial guidance and helping clients reach their financial goals.
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.
1
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 07/12/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Jacobs is the right advisor for you? Invested Better is here to help.
