Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Kagele is a financial advisor with over 20 years of experience in the industry. Jacob is currently registered with Nova Financial Services and is licensed to provide financial advice in Arizona, California, Illinois, Texas, and Washington. Jacob has held previous positions at Mutual Securities, Inc. and Wells Fargo Advisors Financial Network, LLC.
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.
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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AZ
05/14/2014 - Present
Nova Financial Services (TUCSON AZ)
AZ
05/15/2009 - 11/07/2017
MUTUAL SECURITIES, INC. (TUCSON AZ)
AZ
08/19/2005 - 05/19/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ORO VALLEY AZ)
NY
01/30/2003 - 08/24/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2009
Series 24 - General Securities Principal Examination
BC
Issued 11/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 01/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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