Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Krauss is a financial advisor with over 30 years of experience in the financial services industry. Jacob is currently registered with United Planners' Financial Services Of America A Limited Partner and is licensed to offer financial advice in multiple states. Jacob has previously worked with Avantax Investment Services, INC. and New England Securities. Jacob holds the Series 6, Series 63, and SIE licenses.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
05/20/2021 - Present
United Planners' Financial Services OF America A Limited Partner (LEVITTOWN PA)
PA
11/04/2013 - 05/28/2021
AVANTAX INVESTMENT SERVICES, INC. (LEVITTOWN PA)
PA
03/19/1987 - 11/07/2013
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
BC
Issued 05/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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