Unclaimed
Jacob Hardman is a registered representative with Vanguard Advisers, Inc.. Jacob is licensed to offer investment advice in all states and the District of Columbia. Jacob has been in the securities industry for 1 year. Jacob obtained his Series 7, Series 63 and Securities Industry Essentials (SIE) licenses in 2023. Jacob has a strong background in the financial services industry and is committed to providing clients with personalized investment advice.
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.
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
02/06/2025 - Present
Vanguard Advisers, Inc. (PLANO TX)
BC
Issued 08/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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