Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Argoncillo is a financial professional with experience in both the investment and insurance industries. He is currently registered as an Investment Advisor Representative (IAR) and a Registered Representative with Florida Financial Advisors, LLC, where he provides financial planning and portfolio management services to individuals and businesses. Jacob is also a licensed fixed insurance sales agent with Florida Financial Insurance. His primary focus is providing comprehensive financial solutions tailored to his clients' specific needs. His professional experience includes various roles in financial services and other fields, demonstrating his commitment to serving clients and building lasting relationships. Jacob has successfully passed the Uniform Investment Adviser Law Examination (Series 65), the Investment Company Products/Variable Contracts Representative Examination (Series 6TO), and the Securities Industry Essentials Examination (SIE). Jacob is dedicated to helping his clients achieve their financial goals.
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.
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.
2% of net worth or assets for financial planning clients
1
2
FL
04/22/2024 - Present
Florida Financial Advisors, LLC (Tampa FL)
IA
Issued 03/07/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/24/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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