Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Israel? Claim Your ProfileIsrael Jacob is a financial advisor registered with Raymond James Financial Services Advisors, Inc. in WA and TX. He has been in the industry since February 12, 1994. Israel has been associated with Raymond James Financial Services Advisors, Inc. since April 19, 2018. Israel previously worked at LPL Financial LLC from June 13, 1997 to April 10, 2018, American Express Financial Advisors Inc. from November 24, 1993 to March 31, 1997 and IDS Life Insurance Company from November 24, 1993 to March 31, 1997.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
04/19/2018 - Present
Raymond James Financial Services Advisors, Inc. (LYNDEN WA)
WA
06/13/1997 - 04/10/2018
LPL FINANCIAL LLC (LYNDEN WA)
MN
11/24/1993 - 03/31/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/24/1993 - 03/31/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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