Unclaimed
Jacob Fuhrman is an Investment Advisor Representative associated with Florida Financial Advisors, LLC. Jacob Fuhrman is registered with the state of Florida. Jacob Fuhrman has been in the industry since August 2024. The main office address for Florida Financial Advisors, LLC is 401 S 12TH ST., UNIT 2, TAMPA, FL 33602. Jacob Fuhrman's areas of specialization include: Financial Planning, Pension Consulting, and Selection of Other Advisers.
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.
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.
2% of net worth or assets for financial planning clients
1
2
FL
08/19/2024 - Present
Florida Financial Advisors, LLC (Tampa FL)
IA
Issued 08/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Jacob Fuhrman is the right advisor for you? Invested Better is here to help.