Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Steven Ahlbrand is a financial advisor at Equitable Advisors, LLC. Jacob Steven Ahlbrand has been in the industry for 2 years and has a Series 7TO, Series 63, Series 65 and Series 24 license. Jacob Steven Ahlbrand has been registered as a Broker-Dealer in Indiana, North Carolina, Ohio, and Texas. Jacob Steven Ahlbrand is also registered as an Investment Advisor Representative in Indiana, North Carolina, New Hampshire, Connecticut and Texas. Jacob Steven Ahlbrand is licensed to offer financial planning, pension consulting, and portfolio management services.
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
06/15/2023 - Present
Equitable Advisors, LLC (DALLAS TX)
IA
Issued 06/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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