Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Telleria is a financial professional who has been in the industry since 2016. Jacob is currently registered with Cetera Investment Advisers LLC, a firm that provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. Jacob has been with Cetera Investment Advisers LLC since 2021. Prior to joining Cetera Investment Advisers LLC, Jacob worked for LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and First Command Financial Planning, Inc. Jacob holds a Series 66, Series 7 and SIE license. Jacob also provides financial services through his own firm, Telleria Financial Services, and is an insurance agent.
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
DC
06/29/2023 - Present
Cetera Investment Advisers LLC (WASHINGTON DC)
VA
08/27/2019 - 01/20/2021
LPL FINANCIAL LLC (ALEXANDRIA VA)
VA
05/23/2019 - 07/19/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WOODBRIDGE VA)
VA
05/05/2017 - 06/14/2019
LPL FINANCIAL LLC (ALEXANDRIA VA)
VA
11/30/2015 - 04/25/2017
FIRST COMMAND FINANCIAL PLANNING, INC. (ALEXANDRIA VA)
BOTH
Issued 05/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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