Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob E Smith is a registered representative of Fidelity Personal AND Workplace Advisors in Southgate, Kentucky and Covington, Kentucky. Jacob E Smith has been working in the financial services industry since 2014. Jacob E Smith has passed the Uniform Combined State Law Examination. Jacob E Smith's firm, Fidelity Personal AND Workplace Advisors, manages approximately $1 billion - $10 billion in assets. Fidelity Personal AND Workplace Advisors provides financial planning services, educational seminars, and selection of other advisors to individuals, businesses, pension and profit-sharing plans, and charitable organizations.
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.
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KY
10/24/2024 - Present
Fidelity Personal AND Workplace Advisors (SOUTHGATE KY)
Active
Inactive
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