Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Osterman is a financial advisor with Robert W. Baird & Co. Inc. Jacob is a registered representative with the state of Arizona. Jacob is also an Investment Advisor Representative (IAR) in Arizona. Jacob has been in the financial industry since 2020. Jacob has Series 7, 63 and 66 licenses and experience with Robinhood Financial, LLC and TD Ameritrade. Jacob has a strong background in investment management and financial planning. Jacob is committed to providing his clients with personalized financial 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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
AZ
09/06/2023 - Present
Robert W. Baird & Co. Inc. (SCOTTSDALE AZ)
AZ
06/03/2021 - 08/08/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
NE
01/01/2021 - 04/16/2021
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 08/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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