Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Curtis Atkinson is a financial advisor in GREENWOOD VILLAGE, CO with over 13 years of experience in the financial services industry. Jacob is currently registered with Fidelity Personal and Workplace Advisors. Jacob has also been previously registered with CHARLES SCHWAB & CO., INC. in Lone Tree, CO. Jacob holds several licenses and certifications including Series 66, Series 7TO, Series 7, Series 9, Series 10 and SIE. Jacob is registered to provide financial advice in 53 states.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CO
06/03/2022 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
09/27/2007 - 09/04/2019
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 10/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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