Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Flint Anguiano is a registered representative with Wells Fargo Clearing Services, LLC. Jacob is registered in 53 states and the District of Columbia. Jacob has been in the industry since 2022. Jacob is also a registered investment advisor in Texas and Utah. Jacob has passed the Series 63, Series 65, and Series 7TO exams. Jacob has been with Wells Fargo Clearing Services, LLC since 2022. Previously, Jacob was with E*TRADE SECURITIES LLC. Jacob's specializations include Portfolio Management for Individuals and Businesses, as well as Financial Planning, Investment Consulting and Selection of Other Advisers. Jacob also owns and operates Red Beard Hammock Company LLC, a retail business that sells outdoor products.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
UT
05/10/2022 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
UT
01/07/2022 - 03/04/2022
E*TRADE SECURITIES LLC (SANDY UT)
IA
Issued 05/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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