Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Salomon is a financial advisor with Ameriprise Financial Services, LLC in Syosset, NY. Jacob has been in the financial industry since 1993. Jacob holds Series 7 and Series 63 securities licenses, as well as a Series 65 investment advisor representative license. Jacob also holds the Chartered Financial Consultant designation. Ameriprise Financial Services, LLC is a large financial services firm with over $1 billion in assets under management. The firm provides a variety of services to individual clients, including financial planning, portfolio management, and asset allocation.
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.
Asset allocation services
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.
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2
NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (Syosset NY)
MN
04/15/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
08/24/1992 - 11/10/1992
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
IA
Issued 07/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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