Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Cooper is a financial advisor with UBS Financial Services Inc. Jacob has been working in the financial services industry for over 8 years. Jacob is registered with the Securities and Exchange Commission (SEC) and holds Series 7, Series 63, and Series 66 licenses. Jacob has a strong track record of success in helping clients achieve their financial goals. Jacob provides a wide range of financial services, including investment management, financial planning, and retirement planning. Jacob specializes in helping clients with individual and business financial needs, including wealth management, tax planning, estate planning, and insurance. Jacob is a strong advocate for his clients, and he works diligently to ensure their best interests are always protected.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
09/10/2021 - Present
UBS Financial Services Inc. (Los Angeles CA)
AZ
09/24/2014 - 07/07/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 09/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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