Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Daniel Chenchar is a registered representative with Fidelity Personal And Workplace Advisors, located in Overland Park, KS. Jacob is licensed to provide investment advice in 11 states. Jacob is also an investment advisor representative and holds a Series 7, Series 66 and SIE securities license. Jacob has been in the financial industry since December 13, 2014. Before joining Fidelity Personal And Workplace Advisors, Jacob worked at T. Rowe Price Investment Services, Inc. Jacob focuses on financial planning, providing educational seminars and selecting other advisors, as well as providing portfolio management services for individuals and businesses.
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.
1
2
KS
03/11/2020 - Present
Fidelity Personal AND Workplace Advisors (OVERLAND PARK KS)
CO
11/03/2014 - 11/06/2015
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 08/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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