Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Schreer is a financial advisor with Schwab Wealth Advisory, Inc. Jacob has been in the financial services industry since 2014. Jacob has experience with Calton & Associates, Inc. and UBS Financial Services Inc. Jacob is currently registered in NJ and TX. Jacob's credentials include the Series 66, Series 7 and SIE licenses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
NJ
09/19/2022 - Present
Schwab Wealth Advisory, Inc. (Jersey City NJ)
NJ
06/17/2016 - 09/06/2022
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
08/15/2014 - 06/14/2016
CALTON & ASSOCIATES, INC. (TEANECK NJ)
BOTH
Issued 08/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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