Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Mitrani Leon is a financial advisor with Kestra Advisory Services, LLC. Jacob has been in the financial services industry since 1998 and holds the Series 6, Series 22 and Series 63 licenses. Jacob also holds the Certified Financial Planner (CFP) and Personal Financial Specialist (PFS) designations. Jacob specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Jacob is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Prior to joining Kestra Advisory Services, LLC, Jacob was a financial advisor with IMS Securities, Inc. and ProEquities, Inc.
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
TX
04/21/2016 - Present
Kestra Advisory Services, LLC (BELLAIRE TX)
TX
01/22/1999 - 04/28/2006
IMS SECURITIES, INC. (HOUSTON TX)
AL
10/20/1998 - 01/25/1999
PROEQUITIES, INC. (BIRMINGHAM AL)
BC
Issued 10/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2000
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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