Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Peery Hill is a financial advisor registered with Charles Schwab & CO., Inc. Jacob is a registered representative with both Series 7 and Series 66 licenses. Jacob has been in the financial industry since January 26, 2021. Jacob has prior experience with TD AMERITRADE, INC. Jacob's current employment began January 10, 2024. Jacob is currently registered in 53 states and the District of Columbia for Broker-Dealer activities and 2 states for Investment Advisor activities.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
01/10/2024 - Present
Charles Schwab & CO., Inc. (Naples FL)
FL
01/27/2021 - 05/19/2024
TD AMERITRADE, INC. (Naples FL)
BOTH
Issued 04/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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