Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Soinski is a financial advisor with over five years of experience in the industry. Jacob is a Certified Financial Planner and Chartered Financial Analyst, with registrations in Ohio. Jacob is currently employed by USI Advisors, where he provides financial advisory services to individuals, families, and businesses. Prior to joining USI Advisors, Jacob worked at Valmark Securities, Inc. Jacob is a graduate of the University of Akron.
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.
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.
Seminars and consultations
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
OH
09/20/2022 - Present
USI Advisors (CLEVELAND OH)
OH
07/11/2018 - 07/08/2022
VALMARK SECURITIES, INC. (AKRON OH)
BOTH
Issued 09/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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