Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Cercone is a financial advisor at LPL Financial LLC. Jacob has been in the industry since 2012. Jacob is registered in 27 states and has a Series 7, Series 66, and SIE license. Jacob has experience in investment advisory services, financial planning, pension consulting, educational seminars, and selection of other advisors. Jacob is also the business owner of Watermark Wealth Planning LLC.
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.
Consulting and other non-discretionary advisory services
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.
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2
AZ
08/15/2023 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
07/20/2016 - 08/14/2023
KESTRA INVESTMENT SERVICES, LLC (Chandler AZ)
AZ
10/16/2012 - 07/21/2016
SII INVESTMENTS, INC. (CHANDLER AZ)
BOTH
Issued 03/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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