Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Buehler is an experienced financial advisor at The Ameriflex Group, where Jacob is a registered representative and investment advisor representative. Previously, Jacob held positions at CETERA ADVISORS LLC and FIRST ALLIED SECURITIES, INC. Jacob has demonstrated expertise in providing financial advice and services to clients, including individuals, families, businesses, and retirement plans. Jacob's focus is on developing personalized financial strategies, including investment planning, retirement planning, and wealth management. Jacob is a Series 66 and Series 7TO licensed professional. Jacob is passionate about helping clients achieve their financial goals.
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.
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
10/09/2023 - Present
THE Ameriflex Group (Fredonia NY)
NY
09/08/2022 - 10/19/2023
CETERA ADVISORS LLC (FREDONIA NY)
NY
05/26/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (FREDONIA NY)
BOTH
Issued 10/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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