Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Danner is an investment advisor representative with LPL Financial LLC, based in Canonsburg, PA. Jacob has been working in the financial services industry since 2022, and has a Series 66, Series 7TO and SIE license. Before joining LPL Financial LLC, Jacob was previously affiliated with Cetera Advisor Networks LLC. Jacob specializes in financial planning, retirement planning, and investment management for individuals, businesses, and charitable organizations. Jacob is committed to providing personalized service and helping clients 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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
02/22/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
PA
04/27/2022 - 02/27/2024
CETERA ADVISOR NETWORKS LLC (CANONSBURG PA)
BOTH
Issued 09/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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