Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Richardson is a financial advisor who is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Jacob has been working in the financial industry since 2019 and has a wide range of experience in both securities and investment advisory services. Jacob has passed the Series 7, Series 66, and SIE exams and holds licenses in all 50 states. Jacob previously worked with Equitable Advisors, LLC for four years prior to joining TIAA-CREF.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
05/24/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Charlotte NC)
TX
09/25/2018 - 11/08/2022
EQUITABLE ADVISORS, LLC (DALLAS TX)
BOTH
Issued 11/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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