Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Rokosz is an investment advisor representative associated with Empower Advisory Group, LLC. Jacob holds the Series 63 and Series 65 licenses and has experience in providing investment advice to clients. Jacob is registered with the state of Pennsylvania. Jacob has experience working at various financial institutions and has a background in customer service and finance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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PA
10/08/2024 - Present
Empower Advisory Group, LLC (Philadelphia PA)
Active
Inactive
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