Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Michael Haas is a financial professional with a strong foundation in the securities industry. Jacob has been active in the industry for over a year and is registered to provide financial advice and services in all 50 states. Jacob is currently associated with Charles Schwab & CO., Inc. where he offers financial planning, portfolio management, and other advisory services. Jacob holds a Series 7, Series 63 and SIE license, as well as has experience with TD AMERITRADE, INC. Jacob's background and expertise are valuable assets to his clients.
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
1
2
NE
11/03/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
03/03/2023 - 11/03/2023
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 03/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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