Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob White is an investment advisor representative with GWN Securities Inc. and has been in the industry since September 8, 2022. Jacob is registered in Arkansas and Oklahoma and holds the Series 66, Series 7TO and SIE licenses. Jacob also works as a tax preparer for Focus Financial Tax, which is not investment related. Jacob is also registered as an investment advisor in Oklahoma.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
08/09/2023 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
BOTH
Issued 08/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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