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 scott Halling is a financial professional with experience in the industry. Jacob is currently registered with Charles Schwab & CO., Inc. and has been with the firm since 05/25/2021. Jacob previously worked with PRUCO SECURITIES, LLC. from 02/05/2019 to 04/16/2021. Jacob holds licenses for Series 63, Series 7TO, and SIE exams.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
OH
05/25/2021 - Present
Charles Schwab & CO., Inc. (Richfield OH)
OH
02/05/2019 - 04/16/2021
PRUCO SECURITIES, LLC. (Mayfield Heights OH)
BC
Issued 06/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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