Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Ritter is a financial advisor with Cetera Investment Advisers LLC. Jacob has been in the industry since December 13, 2015. He is registered in the state of Texas and holds the Series 7, Series 66 and SIE exams. He is also registered as an Investment Advisor Representative. Prior to joining Cetera Investment Advisers LLC, Jacob was with Securian Financial Services, Inc. and CRI Securities, LLC. Jacob is committed to providing personalized financial advice to individuals and businesses. He has a comprehensive understanding of the financial markets and a proven track record of success.
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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2
TX
08/10/2023 - Present
Cetera Investment Advisers LLC (AUSTIN TX)
TX
12/14/2015 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (AUSTIN TX)
TX
12/14/2015 - 10/25/2021
CRI SECURITIES, LLC (AUSTIN TX)
BOTH
Issued 2/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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