Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Ottoson is a financial advisor who has been in the industry since 2020. Jacob is registered with the state of Florida and has a Series 63, 6TO, and SIE license. Jacob is a Chartered Financial Consultant and works with State Farm Investment Management Corp. Jacob has a total of 3 years of experience in the financial industry. Jacob currently works with clients who include investment companies. Jacob has expertise in several areas including financial planning and portfolio management. Jacob is also an agent for Jake Ottoson's Insurance Agency. Jacob is registered in Georgia and South Carolina.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
GA
07/29/2021 - Present
State Farm Investment Management Corp. (Chamblee GA)
BC
Issued 01/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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