Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Courtney is a financial advisor at SLP Wealth. Jacob has been in the financial industry since 2020. Jacob is registered with the state of Tennessee and Texas. Jacob is also a Certified Financial Planner. Jacob's previous experience includes Ameriprise Financial Services, LLC and MillennialFP 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.
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.
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NC
12/06/2023 - Present
SLP Wealth (DURHAM NC)
IN
11/16/2020 - 02/07/2023
AMERIPRISE FINANCIAL SERVICES, LLC (RICHMOND IN)
BOTH
Issued 01/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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