Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Alexander Perry is an investment advisor representative for PFG Private Wealth Management, LLC. Jacob has been in the financial services industry since 2022. Jacob has a Series 65 license. Jacob is registered with the state of Florida. Jacob has specialized in providing financial planning, pension consulting, and educational seminars. Jacob is an active member of the financial services industry. Jacob has a long history of helping individuals and families 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.
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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FL
07/24/2024 - Present
PFG Private Wealth Management, LLC (LUTZ FL)
IA
Issued 07/19/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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