Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Luther Hermans is a financial advisor with Truist Advisory Services, Inc. based in Mount Pleasant, SC. Jacob has been in the financial services industry since July 29, 2010. Jacob holds the Series 6, 7, 31, 63, and 66 securities licenses. Jacob is also a Certified Financial Planner. Prior to joining Truist Advisory Services, Inc., Jacob worked at Morgan Keegan & Company, Inc., SunTrust Investment Services, Inc., and Morgan Stanley DW Inc.
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.
Wrap fee product and financial profiling services using desktop software
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
SC
02/01/2024 - Present
Truist Advisory Services, Inc. (MOUNT PLEASANT SC)
TN
11/01/2010 - 03/31/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
SC
07/31/2006 - 10/05/2010
SUNTRUST INVESTMENT SERVICES, INC. (MT. PLEASANT SC)
SC
04/26/2005 - 02/10/2006
MORGAN STANLEY DW INC. (CHARLESTON SC)
BC
Issued 11/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/22/2005
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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