Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Kayser is a financial advisor currently registered with Cetera Investment Advisers LLC. Jacob is a Series 66, Series 7, and SIE licensed individual. Jacob has been in the financial services industry since July 2022 and previously was a registered representative with Securian Financial Services, Inc. Jacob has experience providing financial planning, pension consulting, and educational seminars to clients. Jacob also provides portfolio management services for individuals and businesses. In addition to being a financial advisor, Jacob also works as a Door Dash driver. Jacob has a diverse employment history including roles at Renaissance Financial Corp, Hollywood Casino St. Louis, Truman State University, Pattonville High School, Ruby Tuesday, Imos Pizza, St. Ann Parks and Recreation, and Securian Financial Services Inc.
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
MO
08/10/2023 - Present
Cetera Investment Advisers LLC (ST LOUIS MO)
MO
07/29/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
BOTH
Issued 04/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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