Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Ciechon is an Investment Advisor Representative associated with Foundations Investment Advisors LLC. Jacob is registered with the state of New Hampshire. Jacob has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Jacob has experience in the financial services industry since October 2021. In addition to Jacob's role at Foundations Investment Advisors LLC, Jacob also works for National Life Group, doing business in life insurance and annuity sales.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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AZ
03/20/2023 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
IA
Issued 02/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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