Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Samuel Oshaughnessy is a registered investment advisor representative with Sageview Advisory Group, LLC in Portland, Oregon. Jacob Samuel Oshaughnessy has been in the securities industry since May 1999. Jacob Samuel Oshaughnessy is also a registered investment advisor representative with Willamette Securities, Inc.. Jacob Samuel Oshaughnessy has passed the Series 6 and Series 63 exams. Jacob Samuel Oshaughnessy is an experienced financial advisor with a history of success in the industry. Jacob Samuel Oshaughnessy has a proven track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Jacob Samuel Oshaughnessy is committed to helping clients achieve their financial goals through personalized advice and customized investment strategies.
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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OR
04/13/2016 - Present
Sageview Advisory Group, LLC (Portland OR)
OR
05/11/1999 - 06/16/1999
WILLAMETTE SECURITIES, INC. (PORTLAND OR)
BC
Issued 05/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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