Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Milam is a financial advisor with Gateway Wealth Partners, LLC. Jacob is a licensed investment advisor representative in Texas. Jacob has been in the financial services industry since November 8, 2020. Jacob has a Series 63, Series 65, and Series 7TO licenses. Jacob's areas of expertise include financial planning, pension consulting, and selection of other advisors. Jacob works with individuals and families to help them achieve their financial goals.
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.
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2
WI
02/14/2023 - Present
Gateway Wealth Partners, LLC (APPLETON WI)
IA
Issued 12/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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