Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Pleschourt is a financial advisor registered with LPL Financial LLC. Jacob has been in the financial industry since March 5, 2013. Jacob has a Series 66 license and has passed the SIE and Series 7 exams. Jacob is registered to offer securities and investment advisory services in 26 states. Jacob has a Certified Financial Planner designation. Jacob is a member of the LPL Financial LLC team located in Eagan, Minnesota. Jacob's clients include corporations, high net worth individuals, trusts, individuals other than high net worth and pension plans. Jacob offers a variety of financial services, including financial planning, investment advisory services and insurance products. Jacob provides services through The Irish Group DBA, a business entity for LPL business.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MN
07/21/2021 - Present
LPL Financial LLC (EAGAN MN)
MN
03/06/2013 - 07/21/2021
WADDELL & REED (EAGAN MN)
BOTH
Issued 05/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Pleschourt is the right advisor for you? Invested Better is here to help.
