Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob McFarlane is a financial advisor registered with Charles Schwab & CO., Inc. in both Arizona and California. Jacob has been in the financial industry since 2019. Prior to joining Charles Schwab, Jacob held positions with both Sagepoint Financial, Inc. and Colorado Financial Service Corporation. Jacob has obtained Series 7, 9, 10, 24, 52, 53, and 66 licenses.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
08/17/2021 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
CO
12/21/2020 - 02/25/2021
COLORADO FINANCIAL SERVICE CORPORATION (CENTENNIAL CO)
AZ
09/08/2020 - 12/26/2020
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
CO
03/17/2020 - 09/02/2020
COLORADO FINANCIAL SERVICE CORPORATION (CENTENNIAL CO)
AZ
08/21/2018 - 03/24/2020
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
BOTH
Issued 11/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/04/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/23/2019
Series 24 - General Securities Principal Examination
BC
Issued 07/14/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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