Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Franco is a financial advisor with Wells Fargo Clearing Services, LLC. Jacob is a registered representative and investment advisor representative with over 18 years of experience in the financial services industry. Jacob's previous employers include LPL Financial LLC and Wells Fargo Advisors, LLC. Jacob holds the Series 6, 7, 63, and 66 securities licenses, as well as the SIE exam. Jacob specializes in providing investment consulting services to institutional clients, financial planning, portfolio management for individuals and businesses, and pension consulting.
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
TX
05/12/2017 - Present
Wells Fargo Clearing Services, LLC (EL PASO TX)
TX
06/19/2015 - 05/22/2017
LPL FINANCIAL LLC (EL PASO TX)
TX
01/03/2011 - 06/23/2015
WELLS FARGO ADVISORS, LLC (EL PASO TX)
TX
05/12/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (EL PASO TX)
TX
08/07/2006 - 03/12/2008
WELLS FARGO INVESTMENTS, LLC (EL PASO TX)
PA
08/11/2005 - 09/28/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 09/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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