Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Puzio is a financial advisor with U.S. Bancorp Investments, Inc. based in Aurora, CO. Jacob is registered with the state of Colorado as a Registered Representative and Investment Advisor Representative. Jacob has been in the securities industry since 2007. Previously, Jacob worked for Wells Fargo Clearing Services, LLC and Chase Investment Services Corp. Jacob holds the Series 6, 7, 63, 66 and SIE licenses. Jacob specializes in retirement planning, college savings, estate planning, and investment management. Jacob is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CO
03/19/2021 - Present
U.s. Bancorp Investments, Inc. (Aurora CO)
CO
10/14/2019 - 03/23/2021
WELLS FARGO CLEARING SERVICES, LLC (BRIGHTON CO)
CO
06/15/2012 - 04/17/2017
WELLS FARGO CLEARING SERVICES, LLC (LOUISVILLE CO)
CO
07/06/2005 - 06/19/2012
CHASE INVESTMENT SERVICES CORP. (THORNTON CO)
IL
05/04/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 11/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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