Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Fischer is a financial advisor with Charles Schwab & CO., Inc., with a current branch office in Omaha, Nebraska. Jacob has been in the industry since May 2020. He is licensed to provide financial and investment advice in all 50 states. Jacob holds the Series 3, 7TO, 34, 63, and SIE licenses.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
05/10/2024 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
05/14/2020 - 05/10/2024
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 05/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2022
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 04/19/2022
Series 3 - National Commodity Futures Examination
BC
Issued 05/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jacob Fischer is the right advisor for you? Invested Better is here to help.
