Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Schultz is a financial professional with over 10 years of experience in the industry. Jacob has a Series 63, Series 65 and Series 7 license and the SIE designation. He is currently registered with Guggenheim Investments as a Registered Representative and Investment Advisor Representative. Jacob has also worked for Guggenheim Distributors, LLC and Rydex Distributors, LLC. Jacob focuses on working with investment companies and pooled investment vehicles. He is registered in Arizona, Colorado, Illinois, New Mexico, Utah and Wyoming.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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NY
08/27/2014 - Present
Guggenheim Investments (NEW YORK NY)
IL
06/02/2011 - 03/03/2014
GUGGENHEIM DISTRIBUTORS, LLC (LISLE IL)
IA
Issued 08/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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