Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob F. Steinmann is a registered representative with Osaic Wealth, Inc., located in New York, NY. Jacob has been in the industry since October 11, 2017. Jacob is registered to offer securities and investment advisory services in Connecticut, Florida, New York, California, New Jersey, Pennsylvania, Oklahoma, South Carolina and Tennessee.
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.
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NY
04/26/2021 - Present
Osaic Wealth, Inc. (NEW YORK NY)
NY
10/12/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (NEW YORK NY)
BOTH
Issued 03/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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