Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Fortener is a financial advisor with W&S Brokerage Services, Inc. Jacob has been in the industry for 1 year and has a Series 63, Series 6TO, and SIE. Jacob is registered in Ohio and works in the Miamisburg office. Jacob specializes in providing portfolio management for individuals and selection of other advisors.
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.
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.
1
2
OH
03/29/2024 - Present
W&S Brokerage Services, Inc. (Miamisburg OH)
BC
Issued 07/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jacob Fortener is the right advisor for you? Invested Better is here to help.
