Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Lusby is a financial advisor with Raymond James Financial Services Advisors, Inc. Jacob has been in the financial services industry since 2010. Jacob holds Series 6, 7, 63, and 65 licenses. Jacob is registered to provide investment advice in Delaware and Pennsylvania. In addition to his role as a financial advisor, Jacob is also an associate at Fulton Bank and Fulton Financial Advisors, an agent for Specific Solutions, and serves on the board of Octorara Area School District.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
DE
04/20/2022 - Present
Raymond James Financial Services Advisors, Inc. (Newark DE)
PA
02/02/2018 - 03/30/2022
CITIZENS SECURITIES, INC. (EXTON PA)
PA
09/29/2011 - 02/02/2017
CITIZENS SECURITIES, INC. (PHOENIXVILLE PA)
PA
04/11/2007 - 05/21/2008
WACHOVIA SECURITIES, LLC (MALVERN PA)
IA
Issued 12/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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