Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Douglas Altic is an Investment Advisor Representative with Edelman Financial Engines. Jacob has been in the securities industry since May 2016. Jacob is registered with the state of Ohio as an Investment Advisor Representative. Jacob holds the Series 6, Series 63, Series 65 and SIE licenses. Jacob has previously worked at Pruco Securities, LLC, EF Legacy Securities, LLC, and Edelman Financial Services, LLC.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
OH
11/01/2018 - Present
Edelman Financial Engines (COLUMBUS OH)
OH
07/13/2018 - 10/31/2018
EF LEGACY SECURITIES, LLC (COLUMBUS OH)
OH
05/24/2016 - 07/17/2018
PRUCO SECURITIES, LLC. (COLUMBUS OH)
IA
Issued 11/8/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/24/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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