Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Cristofano is a financial professional with over 10 years of experience in the industry. Jacob is currently registered with Empower Financial Services, Inc. in Colorado. Jacob previously worked for Charles Schwab & Co., Inc. and GWFS Equities, Inc. Jacob holds the Series 6, 7, and 63 licenses.
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.
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.
1
2
CO
03/15/2021 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
CO
05/07/2018 - 11/18/2019
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
03/17/2008 - 04/19/2018
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 03/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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