Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Huck is a financial professional with over 10 years of experience in the financial services industry. Jacob is currently a registered representative and a principal at Robert W. Baird & Co. Inc., where they have been employed since January 2019. Prior to joining Robert W. Baird & Co. Inc., Jacob was employed at DASH FINANCIAL TECHNOLOGIES LLC and ROSENBLATT SECURITIES INC. Jacob holds multiple securities licenses including Series 3, 4, 7, 24, 55, 57TO, and 99TO. Jacob is a registered in Connecticut, Illinois, Missouri, New Jersey, New York and Wisconsin. Jacob specializes in various areas including Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, Financial Planning and Pension Consulting.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WI
01/07/2019 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
IL
10/04/2012 - 09/21/2018
DASH FINANCIAL TECHNOLOGIES LLC (CHICAGO IL)
NY
12/03/2009 - 09/04/2012
ROSENBLATT SECURITIES INC. (NEW YORK NY)
NY
01/08/2007 - 01/18/2007
WALTER J. DOWD, INC. (NEW YORK NY)
NY
06/05/2006 - 07/05/2006
WALTER J. DOWD, INC. (NEW YORK NY)
BC
Issued 03/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2011
Series 4 - Registered Options Principal Examination
BC
Issued 10/11/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 09/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2011
Series 3 - National Commodity Futures Examination
BC
Issued 04/09/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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