Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Ries is a financial advisor with LPL Financial LLC. Jacob has been in the financial services industry since May 2001. Jacob has a Series 7, Series 63, Series 65 and SIE license and is registered in 17 states. Jacob is also a registered Investment Advisor in Texas, Illinois, and Wisconsin. Jacob offers a variety of financial services including financial planning, portfolio management, educational seminars, and consulting services. Jacob specializes in working with individuals, corporations, trusts, and retirement plans. Jacob previously worked for CETERA ADVISOR NETWORKS LLC.
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.
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2
WI
10/19/2018 - Present
LPL Financial LLC (WALWORTH WI)
IL
05/17/2001 - 10/26/2018
CETERA ADVISOR NETWORKS LLC (CRYSTAL LAKE IL)
IA
Issued 09/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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