Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Mitchell is a financial advisor with Ally Invest Advisors. Jacob has been working in the financial industry since 2019 and holds the Series 7TO and SIE licenses along with the Series 66. Jacob is licensed in 52 states and the District of Columbia. Jacob specializes in providing financial planning and portfolio management for individuals and high net worth individuals. Jacob's previous experience includes working for LPL Financial LLC and Focus Financial Group.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
10/07/2021 - Present
Ally Invest Advisors (CHARLOTTE NC)
MI
08/29/2019 - 03/08/2021
LPL FINANCIAL LLC (GRAND RAPIDS MI)
BOTH
Issued 10/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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