Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Sadwick is a financial advisor with Osaic Wealth, Inc. Jacob has been in the financial industry since 2018 and has experience working with a variety of clients, including individuals, families, and businesses. Jacob is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 66, and SIE licenses. Jacob is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Jacob also holds a NYS Insurance License and is a licensed real estate agent. Jacob focuses on providing financial planning, retirement planning, college savings planning, and investment management services to his clients. Jacob is passionate about helping people achieve their financial goals and believes that everyone deserves access to quality financial advice. Jacob is a dedicated professional who is committed to helping his clients succeed.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (ROCHESTER NY)
NY
07/17/2019 - 06/14/2024
SECURITIES AMERICA, INC. (VICTOR NY)
NY
10/17/2018 - 07/16/2019
MORGAN STANLEY (ROCHESTER NY)
BOTH
Issued 11/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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