Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Hulsey is a financial advisor at Ameriprise Financial Services, LLC in Birmingham, Alabama. Jacob has been in the financial services industry since May 2023, and previously worked at Northwestern Mutual Investment Services, LLC. Jacob holds Series 63, 66, and 7 licenses. Jacob is registered to provide investment advice in 13 states, including Alabama, Colorado, Florida, Georgia, Maryland, Mississippi, New Mexico, New York, North Carolina, South Carolina, Tennessee, and Virginia. Jacob specializes in providing financial planning, investment management, and asset allocation services.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
AL
04/01/2024 - Present
Ameriprise Financial Services, LLC (Birmingham AL)
AL
05/03/2023 - 01/30/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Vestavia AL)
BOTH
Issued 03/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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