Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Allan Richey is a financial professional with experience in the industry since 2015. Jacob is currently registered as a Registered Representative with Schwab Wealth Advisory, Inc. and is also an Investment Advisor Representative. Jacob Allan Richey is licensed to provide financial advice in the State of Arizona. Jacob has a wide range of experience with individual and business clients.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
AZ
12/26/2023 - Present
Schwab Wealth Advisory, Inc. (San Tan Valley AZ)
BOTH
Issued 06/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/04/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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