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 Hudson is a financial advisor with over 6 years of experience in the financial services industry. Jacob is registered with LPL Financial LLC in Utah. Jacob also holds Series 6, 7, 63, and 65 licenses. Prior to joining LPL Financial LLC, Jacob was employed at Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC. Jacob is dedicated to providing personalized financial advice to help clients reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
11/14/2022 - Present
LPL Financial LLC (GILBERT AZ)
AZ
04/18/2022 - 11/11/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Gilbert AZ)
UT
02/27/2019 - 04/21/2022
LPL FINANCIAL LLC (HERRIMAN UT)
AZ
02/08/2017 - 02/20/2019
WELLS FARGO CLEARING SERVICES, LLC (PHOENIX AZ)
IA
Issued 08/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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