Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Austin Kayser is a financial advisor with Cetera Investment Advisers LLC. Jacob has been in the industry since July 2022 and has earned the Series 7TO, Series 66 and SIE licenses. Jacob previously worked at Securian Financial Services, Inc.. Jacob has experience working with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations and banking or thrift institutions. Jacob offers a variety of financial planning services including portfolio management for businesses and individuals, financial planning, pension consulting, selection of other advisers and educational seminars.
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.
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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 4/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 1/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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