Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Phillippi is a financial advisor at Valic Financial Advisors, Inc. Jacob has been in the financial industry since January 2020. Jacob is registered to provide investment advice in 16 states and is a registered representative of Valic Financial Advisors, Inc. Jacob has passed the Series 7TO, SIE, and Series 66 exams. Jacob specializes in investment planning, financial planning and selection of other advisors. Jacob can provide services to individuals, high-net-worth individuals and corporations.
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.
Recommend wrap accounts to clients
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
CO
04/22/2021 - Present
Valic Financial Advisors, Inc. (LAKEWOOD CO)
BOTH
Issued 02/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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