Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Neuman Impellicceiri is a financial advisor with Avantax Advisory Services. Jacob has been working in the financial industry since 2018. He is a Chartered Financial Analyst and holds the Series 7, Series 66 and SIE licenses. Jacob specializes in providing financial planning, investment management, and tax preparation services. He has experience working with individuals, families, and businesses. Jacob is committed to providing his clients with personalized advice and guidance to help them 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IL
09/30/2024 - Present
Avantax Advisory Services (Orland Park IL)
IL
06/08/2017 - 01/02/2019
HD VEST INVESTMENT SERVICES (Orland Park IL)
IL
10/07/2016 - 05/18/2017
PURSHE KAPLAN STERLING INVESTMENTS (Chicago IL)
BOTH
Issued 11/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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