Unclaimed
Jacob Anderson is a financial advisor with Pacer Financial, Inc.. Jacob has been in the financial services industry since April 30, 2019. Jacob is a Series 63, Series 7TO, and Series 6TO licensed advisor. Jacob is registered to offer securities in the following states: Iowa, Kansas, Nebraska, North Dakota, Pennsylvania, and South Dakota.
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
PA
11/18/2022 - Present
Pacer Financial, Inc. (Malvern PA)
NE
04/26/2019 - 11/12/2022
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
BC
Issued 05/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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