Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Reid is a financial advisor with over 20 years of experience in the industry. Jacob is currently registered with Osaic Wealth, Inc., where Jacob provides investment advisory services. Prior to joining Osaic Wealth, Inc., Jacob was a registered representative with Securities America, Inc., Foothill Securities, Inc., Sterne Agee Financial Services, Inc., and Emmett A Larkin Company, Inc. Jacob holds Series 63 and Series 65 licenses. Jacob has also earned the Series 7 and SIE exams. Jacob specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Jacob is a member of the Rotary Club of Livermore, the Tri-Valley Estate Planning Council, and the Livermore-Pleasanton Elks Lodge.
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.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (LIVERMORE CA)
CA
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (LIVERMORE CA)
CA
03/12/2010 - 12/08/2016
FOOTHILL SECURITIES, INC. (LIVERMORE CA)
CA
08/17/2009 - 02/01/2010
STERNE AGEE FINANCIAL SERVICES, INC. (LIVERMORE CA)
CA
04/10/2002 - 08/17/2009
EMMETT A LARKIN COMPANY, INC. (LIVERMORE CA)
IA
Issued 07/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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