Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Francis Tamme is an investment advisor representative at Meridian Wealth Management, LLC, registered with the state of Kentucky since February 8, 2019. Jacob also holds a Series 65 license. Jacob has experience in the financial services industry, working with a variety of clients including individuals, corporations, charities and pension plans. Jacob is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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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KY
02/08/2019 - Present
Meridian Wealth Management, LLC (LEXINGTON KY)
IA
Issued 02/08/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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