Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Edward Mauney is a financial advisor with Advisor Resource Council. Jacob has been in the financial services industry since June 2022. Jacob has a Series 66 license and Series 7TO and SIE licenses. Jacob is registered in California. Jacob provides financial planning, pension consulting, and portfolio management services to individuals. Jacob's advisory firm serves high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
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.
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TX
04/17/2024 - Present
Advisor Resource Council (DALLAS TX)
BOTH
Issued 06/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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