Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Paul Lindsey is a financial advisor at Raymond James Financial Services Advisors, Inc. in Watkinsville, Georgia. Jacob has been in the financial services industry since April 2023 and is registered to provide investment advice in Georgia and Louisiana. Jacob holds the Series 7TO, SIE, and Series 66 securities licenses. Jacob specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutional clients. Jacob also provides hourly and fixed-rate consultations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
06/08/2023 - Present
Raymond James Financial Services Advisors, Inc. (Watkinsville GA)
BOTH
Issued 05/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jacob Lindsey is the right advisor for you? Invested Better is here to help.
