Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Joseph Cate is a financial advisor with over 16 years of experience in the industry. Jacob is registered with LPL Financial LLC, where Jacob has been employed since June 2014. Jacob holds multiple securities licenses and has a series of professional designations. Jacob is dedicated to providing personalized financial advice and helping clients achieve their financial goals. Jacob's areas of expertise include investment planning, retirement planning, and wealth management. Jacob is also experienced in working with clients of all ages and income levels. Jacob is a member of the community and is committed to providing exceptional service to clients.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
06/14/2024 - Present
LPL Financial LLC (DOWNERS GROVE IL)
IL
05/12/2011 - 05/05/2014
COUNTRY CAPITAL MANAGEMENT COMPANY (AURORA IL)
IL
10/15/2007 - 04/01/2011
JOHN HANCOCK DISTRIBUTORS LLC (DOWNERS GROVE IL)
IL
05/28/2007 - 10/10/2007
LINSCO/PRIVATE LEDGER CORP. (BATAVIA IL)
IA
Issued 04/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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