Unclaimed
Jacob Brady Hollingsworth is a financial advisor with Ameriprise Financial Services, LLC. Jacob has been in the industry since 2009 and is registered with FINRA as a Registered Representative. Jacob is also registered with the state of Texas as an Investment Advisor Representative. Jacob has a broad range of experience in financial services, including asset allocation, financial planning, and portfolio management. Jacob is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
Asset allocation services
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
TX
05/08/2013 - Present
Ameriprise Financial Services, LLC (Plano TX)
TX
06/04/2012 - 05/01/2013
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
06/23/2010 - 05/09/2012
AMERIPRISE FINANCIAL SERVICES, INC. (RICHARDSON TX)
FL
03/25/2010 - 06/16/2010
SECURIAN FINANCIAL SERVICES, INC. (PALM BEACH GARDENS FL)
FL
08/18/2009 - 03/10/2010
AMERIPRISE FINANCIAL SERVICES, INC. (PLANTATION FL)
BOTH
Issued 11/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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