Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob McClellan is an investment advisor representative at Financial Services Of America Advisors. Jacob is registered with the state of Michigan as an investment advisor representative and has been in the industry since January 2023. Jacob has a Series 65 license and specializes in providing financial planning and portfolio management services. Jacob McClellan has a proven track record of 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.
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.
Selection of other advisor fees
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MI
01/20/2023 - Present
Financial Services OF America Advisors (TROY MI)
IA
Issued 01/16/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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