Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Marchesani is a financial professional with over 10 years of experience in the financial services industry. Jacob is currently registered as a Registered Representative with PFS Investments Inc. Jacob has been with PFS Investments Inc. since 2011. He holds Series 6, 63, 65, and 26 licenses, demonstrating his commitment to professional development. Jacob focuses on providing portfolio management services to individuals. Jacob's primary work location is in Colorado Springs, CO at the PFS Investments Inc. branch office.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
01/05/2022 - Present
PFS Investments Inc. (COLORADO SPRINGS CO)
CO
12/14/2011 - 12/31/2021
PFS INVESTMENTS INC. (COLORADO SPRINGS CO)
IA
Issued 02/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Marchesani is the right advisor for you? Invested Better is here to help.
