Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Hessel is an investment advisor representative at Cetera Investment Advisers LLC, where Jacob has been registered since June 2023. Jacob is also registered as an investment advisor representative in Oregon since May 2022. Jacob has passed the Series 66, Series 7TO and the SIE exams. Jacob has been in the industry since January 2022. Jacob previously worked at Pete's Mountain Wealth Management, Cetera Advisor Networks, Oregon Trial Lawyers Association, Brad Avakian for Secretary of State, Save Endangered Animals Oregon (IP 68, Ballot Measure 100), Office of State Representative Brent Barton, Cetera Advisor Networks LLC and Cetera Investment Advisers LLC.
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.
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2
OR
06/29/2023 - Present
Cetera Investment Advisers LLC (LAKE OSWEGO OR)
BOTH
Issued 4/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 9/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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