Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Schuster is a financial advisor who has been in the industry since April 2021. Jacob has a Series 7, Series 66, and SIE license and is registered with UBS Financial Services Inc. Previously, Jacob was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jacob is registered in 34 states and is able to provide a variety of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Jacob is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CO
07/01/2022 - Present
UBS Financial Services Inc. (DENVER CO)
CO
04/08/2021 - 07/02/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWOOD VILLAGE CO)
BOTH
Issued 08/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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