Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Stansfield is a financial advisor with over 5 years of experience in the industry. Jacob is currently registered with Principal Securities, Inc. in both Missouri and Illinois. Jacob also has experience with Kalos Capital, Inc. and National Planning Corporation. Jacob holds a Series 66, Series 7 and SIE license. Jacob is a licensed agent in Missouri and Illinois. Jacob specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals. Jacob also specializes in providing financial planning for other investors, including charitable organizations, pension and profit-sharing plans, and corporations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
MO
08/21/2018 - Present
Principal Securities, Inc. (SAINT LOUIS MO)
MO
07/07/2017 - 07/25/2018
KALOS CAPITAL, INC. (Ellisville MO)
MO
11/05/2013 - 07/10/2017
NATIONAL PLANNING CORPORATION (CRYSTAL CITY MO)
BOTH
Issued 01/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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