Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Hedrick is a financial advisor currently registered with First Citizens Investor Services, Inc. Jacob is registered with the state of North Carolina as both a broker-dealer and an investment advisor representative. Jacob has been in the financial services industry since 2010. He has experience in the investment advisory and securities industries with a specialization in portfolio management for individuals, businesses, and selection of other advisers. Jacob has passed the Series 6, 7, 63, and 65 exams along with the SIE exam. In addition to working with First Citizens, Jacob also operates a real estate investment business in North Carolina.
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.
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
NC
10/15/2013 - Present
First Citizens Investor Services, Inc. (King NC)
VA
12/17/2012 - 10/14/2013
SUNTRUST INVESTMENT SERVICES, INC. (ROANOKE VA)
NC
11/05/2010 - 12/17/2012
FIRST CITIZENS INVESTOR SERVICES, INC. (WEST JEFFERSON NC)
IA
Issued 07/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Hedrick is the right advisor for you? Invested Better is here to help.
