Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Nicholas Petrick is an Investment Advisor Representative at Plante Moran Financial Advisors. Jacob has been in the industry since August 2021 and holds a Series 65 license. Jacob specializes in providing financial planning, portfolio management for individuals and businesses. Jacob also has experience in providing advice to family limited partnerships, family and private foundations, and charitable organizations. Jacob is committed to providing clients with personalized financial advice and helping them reach 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.
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
MI
02/14/2023 - Present
Plante Moran Financial Advisors (Portage MI)
IA
Issued 02/14/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jacob Petrick is the right advisor for you? Invested Better is here to help.
