Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Robert Quint is a financial advisor with LPL Financial LLC. Jacob has been in the industry since 1997. Jacob has a wide range of experience with previous roles at Waddell & Reed, Wells Fargo Clearing Services, LLC, MML Investors Services, LLC, and VSR Financial Services, INC. Jacob has a broad range of credentials including Series 3, 4, 7, 9, 10, 24, 52TO, 53, 57TO, 63, 66, 99TO, and SIE exams. Jacob is registered in 54 states and is currently working out of the Overland Park branch office of LPL Financial 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.
Consulting and other non-discretionary advisory services
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.
1
2
KS
09/10/2021 - Present
LPL Financial LLC (OVERLAND PARK KS)
KS
01/16/2020 - 09/15/2021
WADDELL & REED (OVERLAND PARK KS)
KS
01/03/2018 - 12/02/2019
WELLS FARGO CLEARING SERVICES, LLC (OVERLAND PARK KS)
KS
05/16/2017 - 06/01/2017
MML INVESTORS SERVICES, LLC (OVERLAND PARK KS)
KS
08/14/2013 - 01/04/2016
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
03/21/1998 - 08/05/2013
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
MO
08/06/1997 - 08/07/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
01/28/1995 - 03/21/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/01/1994 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 05/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/26/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/01/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/27/2001
Series 4 - Registered Options Principal Examination
BC
Issued 11/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/14/2021
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2008
Series 3 - National Commodity Futures Examination
BC
Issued 10/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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