Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Schaefer is a financial advisor with Cetera Investment Advisers LLC. Jacob has been in the financial industry since 2015 and has experience with PNC Investments, Key Investment Services LLC, Citizens Securities, Inc., and The J Arnold Wealth Management Co. Jacob is registered with FINRA and the Securities and Exchange Commission (SEC) as a registered representative and investment advisor. Jacob is licensed in California, Georgia, Indiana, Kentucky, North Carolina, Ohio, and Virginia. Jacob also holds the Series 66, Series 7 and SIE licenses. Jacob specializes in working with clients on a variety of financial needs, including financial planning, portfolio management, and retirement planning. Jacob has a focus on working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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
KY
06/29/2023 - Present
Cetera Investment Advisers LLC (LOUISVILLE KY)
OH
02/09/2021 - 08/09/2022
PNC INVESTMENTS (ROCKY RIVER OH)
OH
11/25/2019 - 01/26/2021
CITIZENS SECURITIES, INC. (CLEVELAND OH)
OH
06/18/2019 - 12/02/2019
KEY INVESTMENT SERVICES LLC (Brooklyn OH)
PA
05/20/2016 - 05/30/2019
PNC INVESTMENTS (PITTSBURGH PA)
OH
06/15/2015 - 08/26/2015
INVESTACORP, INC. (CANFIELD OH)
BOTH
Issued 06/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Schaefer is the right advisor for you? Invested Better is here to help.
