Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Krzciok is a licensed representative with USA Financial Securities LLC based in ADA, MI. Jacob has been working in the financial services industry for over 3 years. Jacob is a licensed Series 7TO and SIE exam holder and specializes in providing financial planning and portfolio management services to individuals and corporations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
05/14/2024 - Present
USA Financial Securities LLC (ADA MI)
BC
Issued 05/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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