Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Petersen is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc. Jacob is licensed in 53 states and the District of Columbia. Jacob's professional experience includes working at a number of financial institutions, including Incredible Bank, Peoples State Bank, Aqua Finance, and Aston Carter. Jacob is also a self-employed crafter and runs an online Etsy store.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
CO
11/22/2023 - Present
T. Rowe Price Advisory Services, Inc. (Colorado Springs CO)
BOTH
Issued 11/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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