Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Timothy is a registered representative with Cetera Investment Advisers LLC, a firm with a focus on providing financial planning and portfolio management services for individuals and businesses. Jacob Timothy has been in the industry since June 6, 2008. Prior to joining Cetera Investment Advisers LLC, Jacob Timothy was with Hancock Whitney Investment Services Inc. Jacob Timothy has a strong background in the financial services industry, having earned the Series 6, Series 7, and Series 66 securities licenses. Jacob Timothy is also a Registered Investment Advisor in Louisiana, Texas, and Utah.
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.
A percentage of the total value of assets under management is charged.
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2
LA
08/10/2022 - Present
Cetera Investment Advisers LLC (NEW ORLEANS LA)
LA
03/09/2011 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (KENNER LA)
NY
06/06/2008 - 03/10/2011
CAPITAL ONE INVESTMENT SERVICES LLC (MELVILLE NY)
BOTH
Issued 08/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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