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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Scattergood is a financial advisor with Cetera Investment Advisers LLC. Jacob has been in the industry since August 2019, with prior experience at Cetera Advisors LLC and Cetera Investment Services LLC. Jacob holds the Series 66, 7TO and SIE securities licenses and has passed the Uniform Combined State Law Examination. Jacob is currently registered in 53 states and the District of Columbia, including Texas where Jacob is registered as a resident. Jacob is able to provide financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management services for both individuals and businesses. Jacob specializes in serving clients in the following areas: Charitable Organizations, High Net Worth Individuals, Banking or Thrift Institutions, Pension and Profit Sharing Plans, Corporations or Other Businesses and Individuals Other Than High Net Worth.
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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MN
09/20/2022 - Present
Cetera Investment Advisers LLC (ST CLOUD MN)
MN
09/24/2019 - 07/09/2021
CETERA ADVISORS LLC (ST CLOUD MN)
MN
08/24/2019 - 09/24/2019
CETERA INVESTMENT SERVICES LLC (EDINA MN)
BOTH
Issued 9/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 7/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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