Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Dodson is a financial advisor with Charles Schwab & Co., Inc., and has been in the industry since June 24, 2006. Jacob Dodson is registered in Arizona and California. Jacob Dodson is registered to provide both investment advisory and brokerage services. Jacob Dodson has a broad range of experience and holds several licenses, including Series 6, Series 7, Series 10, Series 9, Series 63 and Series 65. Jacob Dodson can help clients with a variety of needs, including financial planning and investment management.
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
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2
AZ
08/06/2009 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
11/08/2006 - 06/25/2009
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
AZ
05/10/2006 - 10/31/2006
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
IA
Issued 11/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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