Unclaimed
Jacob Havenstein is a financial professional with over 19 years of experience in the industry. Currently, Jacob is registered with Farmers Financial Solutions, LLC. Jacob holds the Series 6, Series 6TO and SIE licenses and the Series 63 state registration. Jacob has a broad experience working with individual clients.
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.
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.
1
2
CA
09/04/2024 - Present
Farmers Financial Solutions, LLC (Westlake Village CA)
IL
03/30/2005 - 04/21/2005
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
BC
Issued 04/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/09/2024
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Havenstein is the right advisor for you? Invested Better is here to help.