Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Tague is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Jacob has 4 years of experience in the financial services industry. Jacob's current registrations are: Registered Representative, Investment Advisor Representative. Jacob is located in SANTA FE, NM and is registered in 14 states. Jacob offers financial planning, educational seminars, portfolio management for businesses, portfolio management for individuals, selection of other advisors, portfolio management for pooled investment vehicles and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NM
02/27/2023 - Present
Stifel, Nicolaus & Company, Inc. (SANTA FE NM)
NM
07/03/2019 - 05/28/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA FE NM)
BOTH
Issued 08/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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