Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob John Sekel is a financial professional affiliated with Cetera Investment Advisers LLC in Williamsport, PA. Jacob has been in the financial industry since March 17, 2015, and has a proven track record of providing comprehensive financial advice. Jacob holds the Series 66, Series 7 and SIE licenses and is registered to offer investment advisory services in several states, including Pennsylvania, Arizona, Delaware, Florida, Indiana, New Jersey, New York, Ohio, Virginia, and West Virginia. In addition to their work with Cetera Investment Advisers LLC, Jacob is also involved in several community organizations, such as Pine Street United Methodist Church and Loyalsock Township HS Basketball.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (WILLIAMSPORT PA)
PA
03/18/2015 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WILLIAMSPORT PA)
BOTH
Issued 5/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Sekel is the right advisor for you? Invested Better is here to help.
