Unclaimed
Jacob Eyth is a financial professional with over 5 years of experience in the industry. Jacob is currently registered with Charles Schwab & Co., Inc. as a registered representative, and previously held a similar role with TD Ameritrade, Inc. Jacob has a strong educational background, having passed several industry exams, including the Series 3, Series 7, Series 9, Series 10, and the SIE exam. Jacob is also a licensed securities agent in all 50 states and the District of Columbia. Jacob has a proven track record of success in providing financial advice and services to clients. Jacob is committed to helping clients achieve their financial goals through personalized advice and strategies.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
10/19/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
01/10/2024 - 05/19/2024
TD AMERITRADE, INC. (OMAHA NE)
NE
08/14/2020 - 01/09/2024
TD AMERITRADE, INC. (OMAHA NE)
NE
08/22/2018 - 01/08/2020
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 08/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/15/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/04/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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