Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Bubenik is a financial advisor with Equitable Advisors, LLC. Jacob has been in the financial services industry since December 1994 and has extensive experience providing financial planning and investment advice to individuals, families, and businesses. Jacob is registered to offer investment advisory services in Arizona, Arkansas, Colorado, Florida, Georgia, Iowa, Kansas, Missouri, North Carolina, Ohio, Oklahoma, and Texas. Jacob holds a variety of licenses and certifications including the Series 6, 7, 24, 63, and 65.
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.
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.
1
2
FL
01/27/2017 - Present
Equitable Advisors, LLC (TAMPA FL)
NY
12/16/1994 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 08/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Bubenik is the right advisor for you? Invested Better is here to help.
