Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Makanalani Savary is a registered representative with Ameriprise Financial Services, LLC, a firm that manages over $1 billion in assets. Jacob has been in the financial industry since July 2024 and has a Series 7TO and SIE license. Jacob's firm, Ameriprise Financial Services, offers various services such as financial planning, pension consulting, educational seminars, asset allocation services, and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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
WA
11/14/2024 - Present
Ameriprise Financial Services, LLC (Seattle WA)
BC
Issued 09/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/12/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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