Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Stroh is an investment advisor representative with Principal Securities, Inc. based in Elkhorn, NE. Jacob has been in the industry since 2020. Jacob holds several licenses including Series 63, Series 65, and Series 26. Jacob is registered with the following states: Arizona, Colorado, Iowa, Kansas, and Nebraska. Jacob also has a current employment with FBL Marketing Services, LLC. Jacob specializes in various areas, including financial planning, pension consulting, and educational seminars. Jacob offers advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NE
03/01/2024 - Present
Principal Securities, Inc. (ELKHORN NE)
NE
01/27/2020 - 12/08/2023
FBL MARKETING SERVICES, LLC (Omaha NE)
IA
Issued 02/28/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/27/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/02/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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