Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Tyler Brock is a registered representative with Bankers Life Advisory Services, Inc. Jacob has been in the financial industry since 2018 and is licensed to sell securities in Maryland and North Carolina. Jacob holds the Series 66, Series 7, and SIE licenses. Jacob has experience in insurance sales, with a focus on life insurance, annuities, long-term care, and Medicare-related products. Jacob provides financial planning services to individuals and families. Jacob's primary office is located in Charlotte, North Carolina.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Non-discretionary investment consulting services
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2
IL
04/21/2022 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
BOTH
Issued 04/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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