Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Zuniga is a financial advisor with Wealthcare Advisory Partners LLC, a firm based in West Chester, Pennsylvania. Jacob has been in the financial services industry since 2015 and holds a Series 6, 7, 63, and 65 licenses. Jacob has a wealth of experience in providing financial advice to a variety of clients, including individuals, families, businesses, and charitable organizations. Jacob is committed to providing his clients with personalized financial advice that is tailored to their individual needs and goals. Jacob is passionate about helping his clients achieve their financial goals, and he takes pride in building long-lasting relationships with them.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
04/18/2017 - Present
Wealthcare Advisory Partners LLC (Alpharetta GA)
CA
04/27/2015 - 06/09/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
IA
Issued 12/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Zuniga is the right advisor for you? Invested Better is here to help.
