Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Heskett is a financial professional with over 16 years of experience in the industry. Jacob holds several licenses, including Series 7, 6, 52, 53, 24, 57, 99, and the SIE, demonstrating a broad range of expertise. Jacob is currently a Registered Representative of A.G.P. / Alliance Global Partners. Jacob has also worked for firms such as Crown Capital Securities, L.P., TD Ameritrade, Inc., and Princor Financial Services Corporation. Jacob specializes in working with high-net-worth individuals, businesses, corporations, and charitable organizations. Jacob provides investment advisory services, including financial planning, portfolio 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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
1
2
AK
09/21/2023 - Present
A.g.p. / Alliance Global Partners (Anchorage AK)
CA
07/03/2018 - 09/21/2023
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
CA
08/08/2012 - 08/27/2018
A.G.P. / ALLIANCE GLOBAL PARTNERS (NEWPORT BEACH CA)
NE
12/13/2007 - 03/24/2011
TD AMERITRADE, INC. (OMAHA NE)
NE
06/01/2005 - 06/18/2007
PRINCOR FINANCIAL SERVICES CORPORATION (GRAND ISLAND NE)
BOTH
Issued 10/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/19/2018
Series 4 - Registered Options Principal Examination
BC
Issued 09/24/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2016
Series 57 - Securities Trader Exam
BC
Issued 06/29/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/31/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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