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 Williams is a financial advisor with Cambridge Investment Research Advisors, Inc. Jacob has been working in the financial services industry since August 2019. Jacob holds the Series 63, Series 65, and Series 6TO licenses. Jacob is registered to provide investment advice in the following states: Arizona, California, Florida, Idaho, Kentucky, Missouri, Nevada, New York, South Carolina, and Washington. Jacob provides financial planning and investment management services to individuals, businesses, and retirement plans. Jacob is committed to providing personalized financial advice to help clients achieve 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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
10/03/2023 - Present
Cambridge Investment Research Advisors, Inc. (Bradenton FL)
IA
Issued 03/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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