Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Roberts is a financial advisor at The Huntington Investment Co. in Huntington, WV. Jacob has been in the industry since 2019 and holds Series 7, 63, and 65 licenses. Jacob is a financial advisor working with individuals, families, and businesses with a focus on portfolio management and financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
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WV
06/09/2023 - Present
THE Huntington Investment Co. (HUNTINGTON WV)
IA
Issued 06/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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