Unclaimed
Jacob Cleve Fisher is a financial advisor with Larson Financial Group, LLC. Jacob has been working in the financial industry since May 8, 2013. Jacob is registered in Florida as an investment advisor representative. Jacob is also registered as a securities representative in Florida. Jacob holds Series 66, SIE and Series 7 securities licenses. Jacob is a Certified Financial Planner. Jacob specializes in providing financial planning, investment management and selection of other advisors.
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.
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.
1
2
MO
02/23/2018 - Present
Larson Financial Group, LLC (SAINT LOUIS MO)
BOTH
Issued 10/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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